This strategy is offered by Newton Investment Management North America LLC (‘NIMNA’) in the United States. NIMNA is part of the Newton Investment Management Group.

Strategy Overview

We seek to outperform the US large-cap equity market while offering a dividend yield more than 50% above that of the S&P 500® Index. The strategy is managed by an experienced and well tenured team whose interests are aligned with our clients.

The Income Stock strategy offers a balanced approach between dividend yield and dividend growth, augmented by a valuation-sensitive process. The strategy seeks attractively valued companies with solid fundamentals and business momentum and aims to capture both income and capital appreciation.

Investment Team

Our investment team of research analysts and portfolio managers work together across regions and sectors, helping to ensure that our investment process is highly flexible.

years’ average investment experience
years’ average time at Newton

Strategy Profile


The objective of the Income Stock strategy is to outperform the S&P 500 Index while delivering at least a 50% dividend yield profile versus the primary benchmark over a full market cycle, resulting in compelling index and peer relative performance.


S&P 500® Index

The S&P 500® Index performance benchmark is used as a comparator for this strategy. Information about the indices shown here is provided to allow for comparison of the performance of the strategy to that of certain well-known and widely recognized indices. There is no representation that such index is an appropriate benchmark for such comparison.

Strategy inception

April 1, 2011

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.