River Global Investors chosen by Phoenix to run UK Smaller Companies mandate

River Global Investors has been selected by Phoenix Group to run a UK smaller companies mandate for the retirement provider’s unit-linked range. The new RGI Institutional UK Listed Smaller Companies Fund was launched on 12th September and seeded with assets of £140 million.

The Fund is managed by Partner and Portfolio Manager, George Ensor who is supported by Portfolio Managers, Mayan Uthayakumar and Anna Pugh. The decision by Phoenix reflects the strength of the team’s investment philosophy and approach, which has driven the team’s strong long-term performance track record.

Commenting on the announcement, George Ensor said, “We are proud to have been entrusted by Phoenix with this significant UK smaller companies mandate as it demonstrates their confidence in our small and mid-cap expertise."

Jason Bullmore, Head of Investment Proposition Management, Standard Life part of Phoenix Group said:

“We are very pleased to be working with River Global Investors, especially George and the team, on this important new life linked pension fund. This new fund underscores our commitment to providing clients with robust, innovative investment solutions from a wide range of providers and further strengthens our position within the market”.

For any media enquiries, please contact:

Donald Amstad

Chief Client Officer

River Global

donald.amstad@river.global

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IMPORTANT NOTICE

For professional investors only.

This document has been prepared by River Global Investors LLP (“RGI”). RGI is authorised and regulated in the United Kingdom by the Financial Conduct Authority (Firm Reference No. 453087) and is registered in England (Company No. OC317647), with its registered office at 30 Coleman Street, London EC2R 5AL. The value of investments and any income generated may go down as well as up and is not guaranteed. An investor may not get back the amount originally invested. Past performance is not a reliable guide to future results. Changes in exchange rates may have an adverse effect on the value, price or income of investments. This article does not constitute an investment recommendation and should not be used as the basis for any investment decision. Opinions, estimates and projections in this article constitute the current judgement of the author as of the date of this article. Please note that individual securities named in this article may be held by the Portfolio Manager or persons closely associated with them and/or other members of the Investment Team personally for their own accounts. The interests of clients are protected by operation of a conflicts of interest policy and associated systems and controls which prevent personal dealing in situations which would lead to any detriment to a client.