A core global equity fund which invests in all types of company across the company ‘Life Cycle’. The fund aims to limit exposure to broad generic risks such as style, sector or geography and maximise its exposure to stock-specific risk. This is the highest-conviction and most concentrated strategy which this team runs.
Peter Rutter, Will Kenney, James Clarke
Peter Rutter, Will Kenney and James Clarke all previously worked at Royal London.
Peter has over 20 years of experience managing global equity portfolios, was Head of Equities at Royal London, and previously worked at Ironbridge Capital Management, Waverton Investment Management and as an analyst at Deutsche Asset Management. He is a CFA charterholder and holds a first class with distinction degree in Geography from the University of Cambridge.
Will also has 20 years of experience managing global equity portfolios, previously at Royal London, Spencer House Capital Management, Waverton Investment Management and as an analyst at Deutsche Asset Management. He is a CFA charterholder and has a degree in Economics & Politics from the University of Durham.
James Clarke is a Senior Portfolio Manager and has been managing global equity portfolios for over 20 years. He previously spent time working at Royal London, Ironbridge Capital Management, Waverton Investment Management and as an analyst at Deutsche Asset Management. He is a CFS charterholder and has a degree in Economics from the University of Warwick.
This team achieved tremendous success when working together for many years in the past. The Life Cycle process is innovative and unique, and more importantly it has a long track record of working consistently over time. We like this fund’s core nature and willingess to invest in many types of company. We think the partnership with Pinnacle is very sensible. The team will be hungry to make this new venture work. This is the highest-conviction strategy the team run, with the largest tracking error and smallest number of holdings. This fund has to be a consideration for anyone looking to invest in a global equity fund.
£830.5m
Buy
No
7
0.55%
0.75%
Acc or Inc
–
Elite Radar
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Source: Performance data sourced from FE Analytics (IA universe). Yield figures (per annum), Fund Size data and AMCs/OCFs are as at 23/01/2026 unless otherwise stated.
The performance graph, factsheets and Key Investor Information Document is provided by FEfundinfo, and updated on a daily basis.
Some funds listed are off shore-domiciled and subject to different regulations. Off shore funds typically do not offer investor compensation under the UK Financial Services Compensation Scheme (FSCS).
Performance history extended by FE fundinfo to illustrate the fund’s longer-term record.
Sector rankings calculated from multiple underlying sectors; certain funds remain unranked due to limited comparability.
Funds assigned to an alternative IA sector; sector rankings may differ accordingly.
The information provided is based on our proprietary qualitative and quantitative research. Whilst reasonable efforts have been taken to ensure accuracy, Chelsea Financial Services cannot guarantee that the information is free from errors, omissions, or inaccuracies.
This information does not constitute investment advice and should not be interpreted as a recommendation to invest in any fund listed. Past performance is not a reliable indicator of future returns.
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The AMC (annual management charge) is paid to the fund management company for managing the fund. It is calculated as a percentage of the value of the fund. The AMC is less than the Ongoing Charges Figure (OCF).
The OCF (ongoing charges figure): The cost includes the AMC and other fees such as registration, regulatory, audit and legal fees but does not include transaction costs and performance fees.
