US Institutional Sustainable Global Emerging Markets

This strategy is offered by Newton Investment Management Ltd (‘NIM’). NIM is part of the Newton Investment Management Group.

Our philosophy and process

  • Harnessing Newton’s global analyst resources, and adhering to our investment framework focused on fundamentals, themes, valuations and ESG considerations.
  • Three overarching themes aligned with UN Sustainable Development Goals – Earth, health and wealth.

    Sustainable ‘red lines’ and responsible investment team validation.
  • Focus on innovative companies and dynamic management teams that provide solutions and benefit from growth opportunities.

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 Sustainable Global Emerging Markets strategy is managed by a team of two portfolio managers, who form part of Newton’s equity opportunities team. Our dedicated responsible investment team is an integral part of the investment process and has the power of veto. Guided by our global investment themes, the team seeks to identify opportunities and risks through research and debate.

16
years’ average investment experience
07
years’ average time at Newton
  • Paul Birchenough
    Paul Birchenough

    Portfolio manager, Global Opportunities team

  • Alex Khosla
    Alex Khosla

    Portfolio manager, Global Opportunities team

  • Ian Smith
    Ian Smith

    Portfolio manager, Global Opportunities team

  • Julianne McHugh
    Julianne McHugh

    Head of Sustainable Equities

  • Zoe Kan
    Zoe Kan

    Portfolio manager, emerging and Asian equity income

  • Nick Pope
    Nick Pope

    Portfolio manager, sustainable equity strategies

  • Fei Chen
    Fei Chen

    Portfolio manager, global research

  • Aditya Shah
    Aditya Shah

    Portfolio analyst, Global Opportunities team

Strategy profile

Objective

To achieve long-term capital growth by investing in emerging-market securities that demonstrate attractive investment attributes and are deemed by Newton to be sustainable.

Performance benchmark

MSCI Emerging Markets Index (NDR)

Typical number of equity holdings

Typically 45-65 holdings


Strategy inception

December 2021

US RI report Sustainable Global Emerging Markets

Responsible investment report

Stewardship activities (voting and engagement) for the last quarter and ESG metrics.

Download Report
Sustainable Global Emerging Markets Brochure

Brochure

More detail on the strategy’s investment approach.

Download Brochure

The China policy assault
Blog

Emerging-Market Equities: Finally Time to Shine?

After a prolonged period of relative underperformance, could emerging-market equities be set for a renaissance?

Ian Smith
January 27, 2023
Emerging markets & Asia, Macro views, Sustainable, Themes
Russia and China: a new world order
Blog

Geopolitical Outlook: How ‘Great Power Competition’ Will Define 2023

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.
Richard Bullock
January 26, 2023
Emerging markets & Asia, Sector research, Themes
Finding opportunities for positive change and sustainable growth in emerging markets
Article

Finding Opportunities for Positive Change and Sustainable Growth in Emerging Markets

Why we believe emerging markets offer the most exciting backdrop for sustainable investing in the world today.
December 15, 2022
Emerging markets & Asia, Responsible investment, Sustainable

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.
  • Geographic Concentration Risk: The strategy may have substantial investment exposure to a single market which may have a significant impact on 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.
  • Shanghai-Hong Kong Stock Connect and/or the Shenzhen-Hong Kong Stock Connect (‘Stock Connect’) Risk: The strategy may invest in China A shares through Stock Connect programs. These may be subject to regulatory changes and quota limitations. An operational constraint such as a suspension in trading could negatively affect the strategy’s ability to achieve its investment objective.
  • 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.
  • Sustainable Strategies Risk: The strategy follows a sustainable investment approach, which may cause it to perform differently than strategies that have a similar objective but which do not integrate sustainable investment criteria when selecting securities. The strategy will not engage in stock lending activities and, therefore, may forego any additional returns that may be produced through such activities.
  • Derivatives Risk: Derivatives are highly sensitive to changes in the value of the asset from which their value is derived. A small movement in the value of the underlying asset can cause a large movement in the value of the derivative. This can increase the sizes of losses and gains, causing the value of your investment to fluctuate. When using derivatives, the strategy can lose significantly more than the amount it has invested in derivatives.