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.

20
years' average investment experience
13
years' average time at Newton
  • Yuko Takano
    Yuko Takano

    Portfolio manager and Japan specialist, global equity team

  • Jeff Munroe
    Jeff Munroe

    Investment leader, global equity team

  • Robert Hay
    Robert Hay

    Portfolio manager, global equity team

  • Paul Markham
    Paul Markham

    Portfolio manager, global equity team

  • Nick Clay
    Nick Clay

    Portfolio manager, global equity team

  • Andrew MacKirdy
    Andrew MacKirdy

    Portfolio manager, global equity team

  • Colin Rutter
    Colin Rutter

    Global research analyst

  • Robert Canepa-Anson
    Robert Canepa-Anson

    Global analyst, resources and utilities

  • Ben Smith
    Ben Smith

    Equity analyst

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 31 March 2019)

Strategy inception

Composite inception: 1 February 2018
Representative portfolio (BNY Mellon Sustainable Global Equity Fund) inception: 22 January 2018
UK Inst Sustainable Global Equity pooled fund factsheet

Factsheet

Performance and commentary for the last quarter.

Download Factsheet
Sustainable investment strategies brochure

Brochure

More detail on the strategy's investment approach.

Download Brochure

Key Investor Information Document

Read more
Blog

What sort of social investor are you?

How to address latent (and untapped) demand for responsible investment.
Julian Lyne
25 June 2019
Responsible investment, Sustainable
Social investment
Video

Social investment: matching strategies to investors’ goals

Julian Lyne talks to Oxford Risk’s Greg Davies about recent research looking at individuals’ attitudes to responsible investing.
11 June 2019
Responsible investment, Sustainable
Sustainable Global Equity Fund – Client case study
Article

Sustainable Global Equity Strategy – Client case study

Charting one client's journey towards a sustainable investment mandate.
07 June 2019
Global equities, 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.