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

The combination of growth and value disciplines can minimize any potential bias and is designed to produce more consistent investment performance over time. Our results are driven by fundamental, bottom-up research that is designed to add value primarily through industry and security selection. Consistency is further enhanced by well-defined investment and risk-management processes that seek to reduce the potential for unintended risk.

Investment Team

Strategy Profile

Benchmark

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

December 1, 2008

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.