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.

Strategy profile

Objective

To achieve long-term capital growth from a concentrated portfolio invested primarily in UK securities with the capability to hold non-UK securities

Comparative index

FTSE All-Share

Performance aim

To outperform the comparative index significantly over rolling 5-year periods

Typical number of equity holdings

30 to 50

Strategy size

£0.9bn (as at 30 September 2018)

Strategy inception

Composite inception: 1 April 2002
Representative portfolio (Newton UK Opportunities Fund) inception: 8 February 2002
UK Inst UK opportunities pooled fund factsheet

Factsheet

Facts and commentary for the past quarter's fund and market performance.


Key Investor Information Document

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.