Our philosophy and process

  • Stock selection is driven by the use of investment themes, rather than by comparative index composition. ESG considerations are integrated throughout the research process and via proprietary quality reviews, to ensure that any material issues are captured.
  • The strategy is conviction-based, investing anywhere in Europe including the UK. A constantly evolving and forward-looking approach seeks to anticipate change, manage risk, and identify opportunities

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 Pan-European 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. Guided by our global investment themes, the team works together to identify opportunities and risks through research and debate.

18
years' average investment experience
15
years' average time at Newton

Strategy profile

Objective

To achieve long-term capital growth from investment in European securities, including those in the UK

Comparative index

FTSE Eurofirst 300 or MSCI Europe

Performance aim

To outperform the comparative index by over 2% per annum

Typical number of equity holdings

40 to 60

Strategy size

Below £200m (as at 30 June 2019)

Strategy inception

Composite inception: 1 April 1999

Fund performance


Key Investor Information Document

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 global markets which means it is exposed to changes in currency rates which could affect the value of the strategy.
  • A fall in the European market may have a significant impact on the value of the strategy because it primarily invests in this market.
  • 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.