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An actively managed global equity strategy investing for the long term in companies that demonstrate attractive investment attributes and sustainable business practices
Embedding environmental, social and governance (ESG) analysis to look beyond the financial statements
Investing in companies that positively manage the material impacts of their operations and products on the environment and society
Avoidance of companies with material ESG risks which are likely to negatively affect future performance
Our philosophy and process
Sustainable ‘red lines’ ensure the poorest-performing companies are not eligible for investment, such as companies which violate the UN Global Compact Principles of sustainable corporate performance. Companies which we think are incompatible with the aim of limiting global warming to 2°C (3.6°F) are also excluded.
We engage with companies where ESG issues are resolvable and can be improved, and report on that activity. We will not invest in any company that derives more than 10% of its turnover from the production and sale of tobacco.
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 Sustainable Global Equity strategy is managed by a team with a wide range of backgrounds and varied experience. 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. Our dedicated responsible investment team is an integral part of the investment decision-making process. Guided by our global investment themes, the team works together to identify opportunities and risks through research and debate.
19
years’ average investment experience
10
years’ average time at Newton
Paul Markham
Portfolio manager, global equities
Jeff Munroe
Investment leader, global equities
Charles French
Head of Equity Opportunities
Yuko Takano
Portfolio manager, global equities
Andrew Parry
Head of sustainable investment
Paul Birchenough
Portfolio manager, equity opportunities
Simon Nichols
Portfolio manager, UK equities
Louise Kernohan
Portfolio manager, UK equities
Ben Smith
Portfolio manager, UK equities
Ian Smith
Portfolio manager, equity opportunities
Sahil Mali
Investment Analyst
Strategy profile
Objective
To achieve capital growth and income by investing in well-run businesses that both have durable financial and competitive positions and manage positively the material impacts of their operations and products on the environment and society
Comparative index
MSCI AC World Index (NDR)
Performance aim
To outperform the comparative index by 2% per annum over rolling five-year periods before fees
Typical number of equity holdings
50 or fewer
Strategy size
Below C$350m (as at Dec 31, 2020)
Strategy inception
February 1, 2018
Brochure
More detail on the strategy’s investment approach.
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.
The strategy may invest in emerging markets. These markets have additional risks due to less developed market practices.
The strategy may invest in emerging markets. These markets have additional risks due to less developed market practices.
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.
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.
The strategy follows a sustainable investment approach, which may cause it to perform differently to strategies that have similar objectives but which do not integrate sustainable investment criteria when selecting securities.
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