Voting and engagement We expect and encourage the companies in which we invest on your behalf to demonstrate the highest standards of corporate governance and best business practice. Engagement for improved analysis We believe that using company engagement is a key strategy in ensuring positive behaviour within the companies in which we invest, rather than…

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ES R&M European Fund Taking a pragmatic and contrarian investment approach to select attractive companies which offer value, and are also contributing positively to society  Why the ES R&M European Fund? The fund will be contrarian, pragmatic and designed to benefit from a forthcoming recovery in the European business cycle.  The portfolio offers compelling exposure to…

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ES R&M Dynamic Asset Allocation Fund The fund uses dynamic asset allocation, driven by the prevailing investment conditions, and aims to achieve a return of greater than 4% per year in excess of cash, based on the SONIA interest rate. Why Dynamic Asset Allocation? This fund enables investors to take advantage of, what we perceive…

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R&M Emerging Market Opportunities ILC Equity Fund The fund invests primarily in small and mid cap equities from across emerging markets, taking into account where companies are in their industrial life cycle to find only the most attractive opportunities Why emerging market equity? This fund enables investors to access smaller and medium sized companies from…

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R&M Emerging Market ILC Equity Fund The fund invests broadly across emerging markets, accounting for where companies are in their industrial life cycle to seek out only the most attractive opportunities. Why Emerging Market Equity? This fund enables investors to access a broad portfolio of emerging market equities managed by an experienced manager and team, who…

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ES R&M Global High Alpha Fund The fund invests in companies around the world which we believe are well positioned to provide long-term growth and attractive returns Why Global High Alpha? This fund enables investors to access a portfolio that is broadly diversified across sector, capitalisation tier and region. The highly regarded and experienced manager selects…

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ES R&M Global Recovery Fund The fund invests in companies around the world which are in the recovery stage of their life cycle with a strong potential to create value Why Global Recovery? The fund offers investors broad exposure across regions, sectors, capitalisation tiers and stocks, to investments, that the manager believes have particularly strong potential to create value, generally following…

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ES R&M UK Equity Income Fund The fund offers investors access to a diversified multi-cap, multi-factor portfolio of attractive stocks and aims to generate a healthy dividend yield Why UK Equity Income? Investors can have access to, what we believe to be the most attractive equity income opportunities in one of the best value stock…

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ES R&M UK Equity Smaller Companies Fund The fund offers investors the opportunity to invest primarily in the smallest 10% of the UK stock market, which has historically proved to be an attractive section of the market Why UK Smaller Companies? Investors can get exposure to vast potential of opportunity in this under-researched sector, which…

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ES R&M UK Dynamic Equity Fund The fund offers investors access to an unconstrained, concentrated portfolio of some of the most attractive stocks in the UK market Why UK Dynamic Equity? This fund’s unconstrained approach enables investors to have targeted exposure to what we believe to be the strongest opportunities in the UK market. At present,…

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