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.

15
years' average investment experience

10
years' average time at Newton
  • Simon Nichols
    Simon Nichols

    Portfolio manager, UK Equities and Multi-Asset

  • Emma Mogford
    Emma Mogford

    Portfolio manager, UK equity team

  • Chris Smith
    Chris Smith

    Portfolio manager, UK equity team

Strategy profile

Objective

To generate distributions over an annual period together with long term capital growth

Comparative index

FTSE All-Share

Performance aim

To outperform the comparative index by over 2% per annum

Typical number of equity holdings

40 to 60

Strategy size

£1.3bn (as at 31 March 2019)

Strategy inception

Composite inception: 1 January 1996
Representative portfolio (BNY Mellon Higher Income Fund) inception: 1 June 1987
UK Inst UK income pooled fund factsheet

Factsheet

Performance and commentary for the last quarter.

Download Factsheet

Key Investor Information Document

Read more
Brexit trick or treat
Blog

Brexit trick or treat?

The EU and UK finally agree on a Brexit extension until 31 October. What happens next?
Paul Markham
12 April 2019
Global equities, UK equities
Blog

The MP strikes back

In an unprecedented move, politicians are wresting control of the Brexit process from the UK prime minister.
Paul Markham
26 March 2019
Global equities, UK equities
Blog

Theresa’s may day

Another vote, another Brexit deal defeat for the UK prime minister. What happens next?
Paul Markham
13 March 2019
Global equities, Sector research, UK equities

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.
  • A fall in the UK market may have a significant impact on the value of the strategy because it primarily invests in this market.
  • The strategy will 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.
  • 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.
  • 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.