Investment team
This strategy is managed by a focused, experienced fixed-income team. 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.
- 25
- years’ average investment experience
- 18
- years’ average time at Newton
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Paul Brain
Investment leader, fixed income
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Parmeshwar Chadha
Portfolio manager, fixed income
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Howard Cunningham
Portfolio manager, fixed income
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Jon Day
Portfolio manager, fixed income
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Carl Shepherd
Portfolio manager, fixed income
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Trevor Holder
Portfolio manager, fixed income
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Scott Freedman
Analyst and portfolio manager, fixed income
Strategy profile
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Objective
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To achieve capital growth and income by investing predominantly in fixed-interest securities that are denominated in sterling or hedged back to sterling. It invests in securities issued or guaranteed by the UK government, and sterling-denominated fixed-interest securities of companies 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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Strategy inception
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Composite inception: 1 June 2018
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Strategy available through pooled UK vehicle
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BNY Mellon Sustainable Sterling Bond Fund
View Key Investor Information Document
View prospectus
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. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that ESG and sustainability considerations are assessed and the assessment of their suitability for Newton’s sustainable strategies may vary depending on the asset class and strategy involved. For Newton’s sustainable strategies, ESG reviews are performed prior to investment for corporate investments (single name equity and fixed income securities). The analysis will then also follow the Newton sustainable investment process to ensure it fits with the wider Newton sustainable investment philosophy.