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 Russell 1000® Value Index while offering a dividend yield greater than the index. The strategy is managed by an experienced and well tenured team whose interests are aligned with our clients.

Investment Team

Strategy Profile

Objective

The objective of the Equity Income strategy is to outperform its Russell 1000® Value Index while delivering at least a 50% dividend yield profile versus the benchmark over a full market cycle, resulting in compelling index and peer relative performance.

Benchmark

Russell 1000® Value Index

The Russell 1000® Value 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

May 1, 1998

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.