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.

17
years' average investment experience
11
years' average time at Newton
  • Paul Markham
    Paul Markham

    Portfolio manager, global equities

  • Yuko Takano
    Yuko Takano

    Portfolio manager, global equities

  • Jeff Munroe
    Jeff Munroe

    Investment leader, global equities

  • Rob Stewart
    Rob Stewart

    Head of responsible investment research

  • Andrew Parry
    Andrew Parry

    Head of sustainable investment

  • Victoria Barron
    Victoria Barron

    Responsible investment analyst

  • Ian Burger
    Ian Burger

    Head of governance and stewardship

  • Lloyd McAllister
    Lloyd McAllister

    Responsible investment analyst

  • Lottie Meggitt
    Lottie Meggitt

    Responsible investment analyst

  • Rebecca White
    Rebecca White

    Responsible investment analyst

  • Robert Hay
    Robert Hay

    Portfolio manager, global equities

  • Ben Smith
    Ben Smith

    Analyst, equity opportunities

  • Robert Marshall-Lee
    Robert Marshall-Lee

    Investment leader, emerging and Asian equities

  • Simon Nichols
    Simon Nichols

    Portfolio manager, UK equities

  • Chris Smith
    Chris Smith

    Portfolio manager, UK equities

  • Naomi Waistell
    Naomi Waistell

    Portfolio manager, emerging and Asian equities

  • Sophia Whitbread
    Sophia Whitbread

    Portfolio manager, emerging and Asian equities

Strategy profile

Objective

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

Comparative index

MSCI AC World Index (NDR)

Performance aim

To outperform the comparative index by 2% per annum over rolling five-year periods before fees

Typical number of equity holdings

50 or fewer

Strategy size

Below £200m (as at 30 September 2019)

Strategy inception

Composite inception: 1 February 2018
UK Inst Sustainable Global Equity strategy factsheet

Strategy factsheet

Performance and commentary for the last quarter.

Download Factsheet
Sustainable Global Equity Brochure

Brochure

More detail on the strategy's investment approach.

Download Brochure

Fund performance

Find out more

Key Investor Information Document

Read more
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Line of fire

How universities are tackling the fossil fuel investment debate.
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What did our visit to an underground farm teach us about agricultural innovations?
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27 November 2019
Responsible investment, Sector research, Sustainable
Active ownership
Article

Active ownership – does it work?

We summarise the findings of a 2015 academic paper which discusses the effectiveness of actively engaging with companies.
25 November 2019
Responsible investment, Sustainable

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 international markets which means it is exposed to changes in currency rates which could affect the value of the strategy.
  • The strategy may invest in emerging markets. These markets have additional risks due to less developed market practices.
  • 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.
  • The strategy follows a sustainable investment approach, which may cause it to perform differently to strategies that have similar objectives but which do not integrate sustainable investment criteria when selecting securities.