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High-conviction strategy seeking to capture the growth premium associated with emerging markets
Emphasis on active management: stock selection driven by bottom-up proprietary research which incorporates environmental, social and governance (ESG) analysis
Global thematic approach to investing targets future profitability rather than historic profitability
Focus on ‘compounders’ aims to limit downside risk when markets become less certain
Our philosophy and process
The strategy seeks to invest in companies that are well governed and run for the benefit of all shareholders. It can also invest a proportion of assets in developed-market companies where business is driven by emerging-market operations.
ESG considerations are integrated throughout the research process and via proprietary quality reviews, to ensure that any material issues are captured.
The strategy has a long-term investment horizon. It focuses on balance-sheet strength and return-on-capital metrics.
Every time we consider a security or look at an industry or country, it’s in the context of what’s happening across the world. We believe the investment landscape is shaped over the long term by some key trends, and we use a range of global investment themes to capture these.
Investment team
Our Global Emerging Markets Equity strategy is managed by an experienced team. Our global sector analysts and investment managers are located on a single floor in London, which helps to ensure that the investment process is flexible and opportunistic. Guided by our global investment themes, the team works together to identify opportunities and risks through research and debate.
18
years’ average investment experience
11
years’ average time at Newton
Jeff Munroe
Investment leader, global equities
Paul Markham
Portfolio manager, global equities
Simon Nichols
Portfolio manager, UK equities
Charles French
Head of Equity Opportunities
Yuko Takano
Portfolio manager, global equities
Louise Kernohan
Portfolio manager, UK equities
Ben Smith
Portfolio manager, UK equities
Paul Birchenough
Portfolio manager, equity opportunities
Ian Smith
Portfolio manager, equity opportunities
Sahil Mali
Investment Analyst
Strategy profile
Objective
To achieve long-term capital growth through investing in emerging market securities.
Comparative index:
MSCI Emerging Market Index (NDR)
Performance aim:
To outperform the comparative index in excess of 3% p.a. over a rolling five year period
Typical number of equity holdings:
40 to 70
Strategy size:
A$2.9bn (as at 31 Dec 2020)
Strategy inception:
May 2011
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.
Key investment risks
There is no guarantee that the strategy will achieve its objective.
This strategy invests in international markets which means it is exposed to changes in currency rates which could affect the value of the strategy.
A fall in global emerging markets may have a significant impact on the value of the strategy because it primarily invests in these markets.
The strategy may use derivatives to generate returns as well as to reduce costs and/or the overall risk of the strategy. Using derivatives can involve a higher level of risk. A small movement in the price of an underlying investment may result in a disproportionately large movement in the price of the derivative investment.
The strategy invests in emerging markets. These markets have additional risks due to less developed market practices.
A fall in the value of a single investment may have a significant impact on the value of the strategy because it typically invests in a limited number of investments.
The strategy may invest in small companies which may be riskier and less liquid (i.e. harder to sell) than large companies. This means that their share prices may have greater fluctuations.
Individual Investors will be redirected to bnymellon.com
This is a financial promotion. Issued 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, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. 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.
Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional 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.
This information is made available by Newton 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.
