Life Cycle Investment Partners Limited

Name

Life Cycle Investment Partners Limited

Legal name

Life Cycle Investment Partners Limited

Website

https://lcip.com

Company type

Private

Founded year

2024

Operating status

Operating

Ownership category

akta.pro rank

Product category

Active Global Equity Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industry

International/Ex-U.S. Developed Equity (Active) (FSAAAIAE)

Keywords

• Global equity funds
• Active asset management
• Investment management services
• Portfolio management
• Equity fund management

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Management Fees: Asset management fees calculated on net asset value of funds, payable quarterly in arrears. Fees vary by fund: Global Share Fund at 0.36% p.a., Concentrated Global Share Fund Class A/P/H at 0.72-0.90% p.a.
2. Performance Fees: Some fund classes charge performance fees. Class P of Concentrated Global Share Fund charges 15% of outperformance (net of management fees) relative to benchmark return multiplied by NAV. Most Australian retail classes have nil performance fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Life Cycle Investment Partners is a boutique investment manager that offers a suite of global equity funds managed using a distinctive Corporate Life Cycle inspired investment approach. The firm manages long-only diversified and concentrated global equity portfolios, including hedged variants, US equity and global equity income strategies, available to wholesale and retail investors in Australia and to qualified/professional investors in the UK and Europe via UCITS and IFSL OEIC structures. The firm manages in excess of US$30 billion in assets under management as of 30 March 2026.

Product overview

Life Cycle Investment Partners is a boutique investment manager offering a suite of global equity funds using a distinctive Corporate Life Cycle inspired investment approach. The product lineup consists of eight distinct fund offerings across two main architectures: diversified portfolios of 150-250 companies (Global Share Fund and Global Equity Fund - UCITS) targeting 1-1.25% outperformance, and concentrated portfolios of 25-45 companies (Concentrated Global Share Fund and Global Equity Select Fund - UCITS) targeting 2-3% outperformance. Additional offerings include a US-focused equity fund (80-120 companies) and a global equity income fund. All funds are long-only and invest in global equities with the aim of outperforming their respective MSCI benchmarks across multiple market conditions. Funds are available in both unhedged and currency-hedged (Class H) variants for Australian investors, and as UCITS vehicles for UK/European professional investors. The firm manages in excess of US$30bn in assets under management (as at 30 March 2026).

Differentiator

Problem solved

Functional benefit

Products and services

• Life Cycle Global Share Fund Long-only global equity portfolio of 150-250 companies applying the Corporate Life Cycle investment approach, targeting outperformance of MSCI World Net Total Return Index in AUD by 1-1.25% p.a. after fees over rolling 5-year periods. Available to wholesale and retail investors in Australia.
• Life Cycle Global Share Fund - Class H (Hedged) Long-only global equity portfolio of 150-250 companies applying the Corporate Life Cycle investment approach, targeting outperformance of MSCI World Net Total Return Index 100% hedged to AUD by 1-1.25% p.a. after fees. Available to wholesale and retail investors in Australia.
• Life Cycle Concentrated Global Share Fund Long-only concentrated global equity portfolio of 25-45 companies applying the Corporate Life Cycle investment approach, targeting outperformance of MSCI World Net Total Return Index by 2-3% p.a. after fees over rolling 5-year periods. Available to wholesale and retail investors in Australia in Class A (0.90% mgmt fee, no perf fee) and Class P (0.72% mgmt fee, 15% perf fee).
• Life Cycle Concentrated Global Share Fund - Class H (Hedged) Long-only concentrated global equity portfolio of 25-45 companies applying the Corporate Life Cycle investment approach, targeting outperformance of MSCI World Net Total Return Index 100% hedged to AUD by 2-3% p.a. after fees. Available to wholesale and retail investors in Australia.
• Life Cycle Global Equity Select Fund - UCITS Long-only concentrated global equity portfolio of 25-45 companies applying the Corporate Life Cycle investment approach, targeting outperformance of MSCI World Net Total Return Index. UCITS sub-fund of Pinnacle ICAV managed by Waystone, available to qualified/professional investors in UK, Europe and other permitted jurisdictions with multiple currency share classes.
• Life Cycle Global Equity Fund - UCITS Long-only global equity portfolio of 150-250 companies applying the Corporate Life Cycle investment approach, targeting outperformance of MSCI World Net Total Return Index. UCITS sub-fund of Pinnacle ICAV, available to qualified/professional investors with multiple currency share classes including institutional-level minimums.
• Life Cycle US Equity Fund - UCITS Long-only diversified US equity portfolio of 80-120 predominantly US companies applying the Corporate Life Cycle investment approach, targeting outperformance of MSCI USA Net Total Return Index. UCITS sub-fund of Pinnacle ICAV, available to qualified/professional investors.
• Life Cycle Global Equity Income Fund Global equity income fund applying the Corporate Life Cycle investment approach to invest in global equities with the aim of outperforming and delivering income across multiple market conditions. Distributed via IFSL Pinnacle OEIC structure in the UK with Accumulating and Distributing share classes for professional investors.

Quantifiable outcome

• Life Cycle Global Share Fund: 1m 2.97%, 3m 11.41%, 1yr 11.10%, Inception p.a. 14.33% (as at 30 June 2026, benchmark MSCI World Net Total Return Index in AUD)
• +2 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

Feature2 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Pinnacle Investment Management GroupcoreChannel Partner/ Reseller/ DistributorLCIP is an affiliated fund manager of Pinnacle Investment Management Group. Pinnacle provides distribution services ([email protected], 1300 010 311), acts as parent affiliate supporting LCIP, and LCIP is a Corporate Authorised Representative (No. 1311923) of Pinnacle Investment Management Limited (AFSL 322140). Pinnacle Fund Services Limited is the product issuer of Australian funds.
• UNPRI (Principles for Responsible Investment)coreStrategic or Co-development PartnerLife Cycle is a signatory to the United Nations initiated Principles for Responsible Investment (UNPRI), which promotes the inclusion of ESG issues into investment analysis and decision-making processes. Signatory status indicates commitment to responsible investment principles.
• GAIN (Girls in Assets Network)minorOthersLife Cycle proudly sponsors GAIN, supporting young female and non-binary candidates begin careers in the investment management industry. GAIN is a community initiative to increase diversity in the investment sector.
• Investment Fund Services Ltd (IFSL)coreImplementation/ SI/ Consulting PartnerIFSL acts as the Authorised Corporate Director for the Life Cycle Global Equity Income Fund (IFSL Pinnacle OEIC). Pinnacle Investment Management (UK) Limited is the sponsor of the Funds. IFSL provides fund administration and governance structure for UK-domiciled fund.
• Waystone Management Company (IE) LimitedcoreImplementation/ SI/ Consulting PartnerWaystone is the UCITS management company of the Pinnacle ICAV. LCIP is appointed as Investment Manager to the Life Cycle Global Equity Select Fund – UCITS and Life Cycle Global Equity Fund – UCITS, both sub-funds of Pinnacle ICAV managed by Waystone.
• Pinnacle ICAVcoreChannel Partner/ Reseller/ DistributorPinnacle ICAV is an Irish collective asset-management vehicle that houses the UCITS sub-funds. LCIP acts as Investment Manager to sub-funds within this structure.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/life-cycle-investment-partners

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Life Cycle Investment Partners Limited