Strategy profile
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Objective
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The strategy seeks to outperform the custom blended benchmark by 1-2% per annum over rolling 5-year periods by investing in a global portfolio of equities, fixed-income and alternative securities.
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Performance benchmark
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37.5% FTSE All-Share index, 37.5% FTSE World (ex-UK) index, 20% FTSE Actuaries UK Conventional Gilts All Stocks index and 5% SONIA (7-day compounded)
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Typical number of equity holdings
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60 to 110
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Strategy inception
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22 September 1998 (BNY Mellon Global Balanced Fund).
Newton has managed UK Institutional Balanced strategies since its formation in 1978. -
Strategy available through pooled UK vehicle
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BNY Mellon Multi-Asset Global Balanced Fund
View fund performance
View Key Investor Information Document
View prospectus
Investment team
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- Our UK Institutional Balanced 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.
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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. Those considerations are among many inputs into the fundamental analysis. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that material ESG considerations are assessed may vary depending on the asset class and strategy involved. As of September 2022, the research team performs ESG analysis on equity securities prior to their addition to Newton’s Research Recommended List (RRL). ESG reviews are not performed for all fixed income securities. The portfolio managers may purchase equity securities that are not included on the RRL and which do not have ESG reviews. Not all securities held by Newton’s strategies have an ESG review completed prior to investment.