Investment approaches
Sustainable Global Equity
An actively managed global equity strategy investing for the long term in companies that demonstrate attractive investment attributes and sustainable business practices
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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 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.
- 23
- years’ average investment experience
- 11
- years’ average time at Newton
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Yuko Takano
Portfolio manager, global equities
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Paul Markham
Portfolio manager, global equities
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Charles French
Head of Equity Opportunities
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Andrew Parry
Head of sustainable investment
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Jeff Munroe
Investment leader, global equities
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Louise Kernohan
Portfolio manager, UK equities
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Simon Nichols
Portfolio manager, UK equities
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Paul Birchenough
Portfolio manager, equity opportunities
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Ian Smith
Portfolio manager, equity opportunities
Strategy profile
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Objective
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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
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Comparative index
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MSCI AC World Index (NDR)
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Performance aim
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To outperform the comparative index by 2% per annum over rolling five-year periods before fees
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Typical number of equity holdings
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50 or fewer
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Strategy size
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Below £200m (as at 30 June 2021)
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Strategy inception
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Composite inception: 1 February 2018
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Strategy available through pooled UK vehicle
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BNY Mellon Sustainable Global Equity Fund
View fund performance
View Key Investor Information Document
View prospectus
Strategy factsheet
Performance and commentary for the last quarter.
Responsible investment report
Stewardship activities (voting and engagement) for the last quarter and ESG metrics.
Brochure
More detail on the strategy’s investment approach.
Quarterly video update: Q2 2021
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.