Our philosophy and process
- Portfolios are concentrated and high-conviction, with fewer holdings than a traditional UK equity portfolio. There are no sector or comparative index constraints. A constantly evolving and forward-looking approach that 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 Opportunities 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.
- 18
- years’ average investment experience
- 15
- years’ average time at Newton
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Simon Nichols
Portfolio manager, UK equities
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Paul Markham
Portfolio manager, global equities
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Charles French
Head of Equity Opportunities
-
Jeff Munroe
Investment leader, global equities
-
Ben Smith
Portfolio manager, UK equities
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Louise Kernohan
Portfolio manager, UK equities
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Yuko Takano
Portfolio manager, global equities
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Sophia Whitbread
Portfolio manager, emerging and Asian equities
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Sahil Mali
Investment Analyst
Strategy profile
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Objective
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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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Comparative index
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FTSE All-Share
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Performance aim
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To outperform the comparative index significantly over rolling 5-year periods
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Typical number of equity holdings
-
30 to 50
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Strategy size
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£0.5bn (as at 30 Sept 2020)
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Strategy inception
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Composite inception: 1 April 2002
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Strategy available through pooled UK vehicle
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BNY Mellon 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.