Investment team
Our Sustainable Global Equity strategy is managed by a team with a wide range of backgrounds and varied experience. In-house research analysts are at the core of our investment process, and our multidimensional research platform spans fundamental, thematic, ESG, quantitative, geopolitical, investigative and private-market research to promote better-informed investment decisions.
- 22
- years’ average investment experience
- 17
- years’ average time at Newton
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Paul Markham
Head of Global Opportunities
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Nick Pope
Portfolio manager, sustainable equity strategies
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Simon Nichols
Portfolio manager, Global Opportunities team
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Karen Miki Behr
Portfolio manager, Global Opportunities team
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Duncan Bulgin
Portfolio manager, Global Opportunities team
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Jonathan Dennis
Portfolio analyst, Global Opportunities team
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Julianne McHugh
Head of sustainable equities
Strategy profile
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Objective
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The strategy seeks to achieve capital growth and income over the long term (5 years or more).
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Performance benchmark
- MSCI AC World Index (NDR)
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Typical number of equity holdings
- 50 or fewer
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Literature
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Application form
Key Investor Information Document (KIID)
Prospectus
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.
Newton will make investment decisions that are not based solely on ESG considerations. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that ESG and sustainability considerations are assessed and the assessment of their suitability for Newton’s sustainable strategies may vary depending on the asset class and strategy involved. For Newton’s sustainable strategies, ESG reviews are performed prior to investment for corporate investments (single name equity and fixed income securities). The analysis will then also follow the Newton sustainable investment process to ensure it fits with the wider Newton sustainable investment philosophy.