Investment team
Our Sustainable UK Opportunities strategy is managed by an experienced 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.
- 23
- years’ average investment experience
- 09
- years’ average time at Newton
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Louise Kernohan
Portfolio manager, UK Equities team
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Georgina Cooper
Portfolio manager, UK Equities team
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David Cumming
Head of UK Equities
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Julianne McHugh
Head of sustainable equities
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Nick Pope
Portfolio manager, sustainable equity strategies
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Tim Lucas
Portfolio manager, UK Equities team
Strategy profile
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Objective
- To achieve long-term capital growth from a concentrated portfolio invested primarily in UK securities with the capability to hold non-UK securities
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Performance benchmark
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FTSE All-Share
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Typical number of equity holdings
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30 to 50
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Strategy inception
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8 December 2021
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Strategy available through pooled UK vehicle
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BNY Mellon Sustainable UK Opportunities Fund
View fund performance
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.