Global Equity (50/50)

Strategy highlights

: Stock selection driven by bottom-up proprietary research which incorporates consideration of environmental, social and governance (ESG) risks, issues and opportunities

Flexibility to deviate from the performance benchmark and to invest directly in a range of UK and international opportunities

Benefits from a broad perspective owing to our long-term thematic research

Our philosophy and process

: The strategy is conviction-based with no sector constraints and few regional constraints; it has a higher exposure to UK securities than our Global Equity strategy. A constantly evolving and forward-looking approach seeks to anticipate change, manage risk, and identify opportunities.

Material and relevant ESG risks, issues and opportunities are considered as part of the investment process.

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 themes to help identify opportunities.

Strategy profile

Objective: The strategy seeks to outperform a 50% UK equity and 50% international equity index by 1-2% per annum over rolling 5-year periods by achieving long-term capital growth from a portfolio of global securities.
Performance benchmark: 50% UK equities (FTSE All-Share) and 50% international equities (1/3 FTSE AW North America, 1/3 FTSE AW Europe ex UK, 1/3 FTSE AW Asia Pacific)
Typical number of equity holdings: 60 to 110
Strategy inception: Composite inception: 1 January 1996
Strategy available through pooled UK vehicle: BNY Mellon 50/50 Global Equity Fund

View fund performance
View Key Investor Information Document
View prospectus

Strategy factsheet

Performance and commentary for the last quarter.

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Responsible investment report

Stewardship activities (voting and engagement) for the last quarter and ESG metrics.

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Investment team

: Our Global Equity (50/50) 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.

A team of 6 investment professionals.

Want to find out more?

Paul Flood

Head of Mixed Assets Investment

Simon Nichols

Portfolio manager, Global Opportunities team

Bhavin Shah

Portfolio manager, Mixed Assets Investment team

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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. Those considerations are among many inputs into the fundamental analysis. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that material ESG considerations are assessed may vary depending on the asset class and strategy involved. As of September 2022, the research team performs ESG analysis on equity securities prior to their addition to Newton’s Research Recommended List (RRL). ESG reviews are not performed for all fixed income securities. The portfolio managers may purchase equity securities that are not included on the RRL and which do not have ESG reviews. Not all securities held by Newton’s strategies have an ESG review completed prior to investment.

Key investment risks

: Objective/performance risk: There is no guarantee that the strategy will achieve its objectives.

Currency risk: This strategy invests in international markets which means it is exposed to changes in currency rates which could affect the value of the strategy.

Geographic concentration risk: The strategy primarily invests in a single market which may have a significant impact on the value of the strategy.

Derivatives risk: Derivatives are highly sensitive to changes in the value of the asset from which their value is derived. A small movement in the value of the underlying asset can cause a large movement in the value of the derivative. This can increase the sizes of losses and gains, causing the value of your investment to fluctuate. When using derivatives, the strategy can lose significantly more than the amount it has invested in derivatives.

Emerging markets risk: Emerging Markets have additional risks due to less-developed market practices.

Concentration risk: 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.

Counterparty risk: The insolvency of any institutions providing services such as custody of assets or acting as a counterparty to derivatives or other contractual arrangements, may expose the strategy to financial loss.

Insights

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How we are investing against a changed global equity market backdrop.

28 November 2023

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