Investment approaches
UK Equity Income
Actively managed strategy aiming to generate distributions over an annual period together with long-term capital growth
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Focuses on high-quality, cash-generative stocks with reliable dividend yields -
Designed to yield at least 110% of the FTSE All-Share Index over a rolling three-year period -
At least 80% of portfolio invested in UK equities
Our philosophy and process
- Detailed fundamental stock analysis is conducted by specialist global sector analysts. A constantly evolving and forward-looking approach seeks to anticipate change, manage risk, and identify opportunities.
- ESG considerations are integrated throughout the research process and via proprietary quality reviews, to ensure that any material issues are captured.
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 UK Equity Income strategy is managed by an experienced team. 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. Guided by our global investment themes, the team works together to identify opportunities and risks through research and debate.
- 19
- years’ average investment experience
- 15
- years’ average time at Newton
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Ilga Haubelt
Head of Equity Income
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Jon Bell
Portfolio manager, equity income team
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Tim Lucas
Portfolio manager, equity income team
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Robert Hay
Portfolio manager, global equity income
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Paul Flood
Portfolio manager, global equity income
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Zoe Kan
Portfolio manager, emerging and Asian equity income
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Ami Shah
Portfolio manager, equity income team
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Nick Pope
Junior portfolio manager
Strategy profile
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Objective
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To generate distributions over an annual period together with long term capital growth
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Comparative index
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FTSE All-Share
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Performance aim
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To outperform the comparative index by over 2% per annum
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Typical number of equity holdings
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40 to 60
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Strategy size
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£1.1bn (as at 31 Dec 2020)
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Strategy inception
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Composite inception: 1 January 1996
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Strategy available through pooled UK vehicle
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BNY Mellon UK Income 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.
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.