Defined contribution schemes
We work closely with defined contribution (DC) schemes and specialist DC consultants to ensure we fully understand the outcomes that members are looking for and are positioned to offer the right strategies. We believe our actively managed multi-asset and absolute-return strategies
are well suited to the specific requirements of DC schemes and their members at each stage of the retirement journey, and we also offer a broad range of equity and fixed-income strategies. Additionally, in response to growing demand, we have recently introduced a suite of sustainable investment strategies
Defined benefit schemes
Pension fund investment has been at the core of our business since our inception in 1978, and we offer a range of strategies designed to help defined benefit (DB) schemes meet their objectives. These include absolute-return strategies
, which seek to deliver positive returns irrespective of market conditions. We also offer a range of income products
, which could help schemes deliver on their dual objective of generating income to meet cash requirements and growing capital over time, as well as a range of high-conviction strategies
As markets have experienced the effects of unconventional monetary policy, and with income levels on traditional assets such as cash and government bonds having fallen, many sovereign wealth funds and other governmental and supranational organisations have been reassessing their asset allocation. Harnessing BNY Mellon Investment Management’s worldwide presence and local language support, we offer investment strategies
designed to meet the performance and diversification requirements of sovereign investors across the world.
Charities often rely on the proceeds of their investment portfolios to fund valuable projects. We understand that each charity is unique and will have its own investment objective and set of requirements. Whether your charity provides scholarships, funds scientific research or saves lives, we aim to provide you with an effective investment strategy.
As well as offering a comprehensive suite of actively managed equity, fixed-income and multi-asset strategies, we manage a large number of portfolios with an ethical orientation. Furthermore, as topics such as climate change have risen up the agenda, we have developed significant expertise in sustainable investing.
Whether you are a life, non-life, reinsurance or health insurance company, we understand the challenges you face and the opportunities you need to harness, including the need to expand and diversify investment options, boost investment performance and maximise liquidity. We offer a range of strategies
across all major asset classes designed to help insurers meet their objectives. These include absolute-return strategies
, which seek to deliver positive returns irrespective of market conditions. We also offer a range of income products and high-conviction relative-return strategies
Through BNY Mellon Investment Management
, we work closely with a wide range of financial intermediaries to provide strategies to meet their clients’ particular investment objectives. We bring a focused approach across our comprehensive suite of actively managed equity, fixed-income and multi-asset strategies.
This is a financial promotion. Issued in the UK by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority. The opinions expressed in this document are those of Newton and should not be construed as investment advice. This document is for professional investors only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.
This material is for Australian wholesale clients only and is not intended for distribution to, nor should it be relied upon by, retail clients. This information has not been prepared to take into account the investment objectives, financial objectives or particular needs of any particular person. Before making an investment decision you should carefully consider, with or without the assistance of a financial adviser, whether such an investment strategy is appropriate in light of your particular investment needs, objectives and financial circumstances.
Newton Investment Management Limited (Newton) is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Newton is providing financial services to wholesale clients in Australia in reliance on ASIC Class Order 03/1099, a copy of which is on the website of the Australian Securities and Investments Commission, www.asic.gov.au. The Class Order exempts entities that are authorised and regulated in the UK by the FCA, such as Newton, from the need to hold an Australian financial services license under the Corporations Act 2001 for certain financial services provided to Australian wholesale clients on certain conditions. Financial services provided by Newton are regulated by the FCA under the laws and regulatory requirements of the United Kingdom, which are different to the laws applying in Australia.
This information is made available by Newton Investment Management Limited and BNY Mellon Investment Management Australia Ltd (AFSL 227865). This information is confidential and is only provided to Australian wholesale clients (as that term is defined in section 761G of the Corporations Act 2001 (Cth)). This is not an offering or the solicitation of an offer to purchase an interest in any financial product referred to in this website. This content is for general purposes only and should not be relied upon as financial product advice. This content has been prepared without taking into account the objectives, financial situation or needs of any person. Before making an investment decision an investor should consider the appropriateness of the information in this website having regard to these matters and read the disclosure document relating to a financial product. Investors should also consider obtaining independent advice before making any investment decisions. Investments can go up and down and to the extent that this website contains any past performance information, past performance is not a reliable indicator of the future performance of the relevant investment or any similar investment strategy.
Newton Investment Management Limited is exempt from the requirement to hold an Australian financial services licence in respect of the financial services it provides to wholesale clients in Australia and is authorised and regulated by the Financial Conduct Authority of the UK under UK laws, which differ from Australian laws.