Strategy profile
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Objective
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The strategy seeks to marginally outperform the FTSE Actuaries UK Index-Linked Gilts Over 5 Years Index, over rolling 5-year periods, by achieving long-term income and capital growth from a portfolio comprised predominantly of sterling index-linked government bonds and other public fixed-income securities.
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Performance benchmark
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FTSE Actuaries UK Index-Linked Gilts Over 5 Years Index
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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 Index Linked Gilt Fund
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View Key Investor Information Document
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Investment team
The 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, responsible investment, quantitative, geopolitical, investigative and private-market research to promote better-informed investment decisions.
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.
ESG can be one of many inputs into the fundamental analysis. Newton will make investment decisions that are not based solely on ESG analysis. Other attributes of an investment may outweigh ESG analysis when making investment decisions. The way that material ESG analysis is assessed may vary depending on the asset class and strategy involved. As of September 2022, the equity investment team performs ESG analysis on equity securities prior to their recommendation. ESG analysis is not performed for all fixed-income securities. The portfolio managers may purchase equity securities that are not formally recommended and for which ESG analysis has not been performed.