Our philosophy and process

  • Sustainable ‘red lines’ ensure the poorest-performing companies are not eligible for investment, such as companies which violate the UN Global Compact Principles of sustainable corporate performance. Companies which we think are incompatible with the aim of limiting global warming to 2°C (3.6°F) are also excluded.
  • We engage with companies where ESG issues are resolvable and can be improved, and report on that activity. We will not invest in any company that derives more than 10% of its turnover from the production and sale of tobacco.

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 U.S. Equity strategy is managed by a team with a wide range of backgrounds and varied experience. 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. Our dedicated responsible investment team is an integral part of the investment decision-making process. Guided by our global investment themes, the team works together to identify opportunities and risks through research and debate.

20
years'average investment experience
13
years' average time at Newton

Strategy profile

Objective

To achieve capital growth by investing in well-run U.S. businesses that both have durable financial and competitive positions and manage positively the material impacts of their operations and products on the environment and society

Comparative index

S&P 500

Performance aim

To outperform the comparative index over rolling five-year periods before fees

Typical number of equity holdings

30 to 50

Strategy size

$0.6bn (as at September 30, 2018)

Strategy inception

May 1, 2017
NIMNA Sustainable U.S. Equity Factsheet

Performance factsheet

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


NIMNA Sustainable Investment Strategies brochure

Brochure

More detail on the strategy's investment approach.

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.
  • A fall in the U.S. market may have a significant impact on the value of the strategy because it primarily invests in this market.
  • The strategy may invest in international markets which means it is exposed to changes in currency rates which could affect the value of the strategy.
  • The strategy may invest in emerging markets. These markets have additional risks due to less developed market practices.
  • The strategy may 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 follows a sustainable investment approach, which may cause it to perform differently to strategies that have a similar objective but which do not integrate sustainable investment criteria when selecting securities.