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Objective
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The strategy seeks to outperform the MSCI EAFE Index (NDR) by 2% per annum (before fees) over a full market cycle by achieving long-term capital growth from a portfolio of global securities (ex-U.S.).
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Benchmark
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MSCI EAFE (NDR)*
* The MSCI EAFE Index (NDR) performance benchmark is used as a comparator for this strategy. The strategy does not aim to replicate either the composition or the performance of the performance benchmark.
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Typical Number of Equity Holdings
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55 to 80
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Strategy Inception
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Composite inception: November 1, 1997
Strategy Highlights
- Clear investment philosophy focused on investing in businesses with strong underlying assets, but where we believe these assets are significantly undervalued by the market
- Actively managed strategy which is not constrained by any sector or industry restrictions, though the portfolio managers will be aware of the composition of the benchmark when constructing portfolios
- Stock selection driven by bottom-up proprietary research which is underpinned by our multidimensional approach
This strategy is offered by Newton Investment Management Ltd (‘NIM’). NIM is part of the Newton Investment Management Group.
Investment Team
The strategy is managed by an experienced team with a wide range of backgrounds. In-house research analysts are at the core of our investment process, and our multidimensional research capabilities help 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
Key Investment Risks
- Objective/Performance Risk: There is no guarantee that the strategy will achieve its objectives.
- Currency Risk: This strategy invests in international markets which means it is exposed to changes in currency rates which could affect the value of the strategy.
- Emerging Markets Risk: Emerging Markets have additional risks due to less-developed market practices.
- Concentration Risk: 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.
- Counterparty Risk: The insolvency of any institutions providing services such as custody of assets or acting as a counterparty to derivatives or other contractual arrangements, may expose the strategy to financial loss
