Investment team
Our Sustainable Real Return strategy is managed by an experienced team with a wide range of backgrounds. Our investment team of research analysts and portfolio managers works together across regions and sectors, helping to ensure that our investment process is highly flexible. Our dedicated responsible investment team is an integral part of the investment decision-making process. Guided by our global investment themes, we seek to identify opportunities and risks through research and debate.
- 20
- years’ average investment experience
- 14
- years’ average time at Newton
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Philip Shucksmith
Portfolio manager, Real Return team
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Matt Brown
Portfolio manager, Real Return team
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Suzanne Hutchins
Portfolio manager, Real Return team
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Aron Pataki
Portfolio manager, Real Return team
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Andy Warwick
Portfolio manager, Real Return team
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Lars Middleton
Portfolio manager, Real Return team
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Brendan Mulhern
Global strategist, Real Return team
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Catherine Doyle
Investment specialist
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Chris King
Investment team support
Strategy profile
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Objective
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The strategy seeks to deliver a total return of SONIA (30-day compounded) +4% per annum over rolling 5-year periods, from a globally diversified portfolio of securities that demonstrate attractive investment attributes and sustainable business practices. In doing so, the strategy aims to achieve a positive return on a rolling 3-year basis. However, a positive return is not guaranteed and a capital loss may occur.
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Performancebenchmark*
- SONIA (30-day compounded) +4%*
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Volatility
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Expected to be between that of bonds and equities over the long term
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Strategy size
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£0.6bn (as at 30 June 2022)
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Strategy inception
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Composite inception: 1 May 2018
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Strategy available through pooled UK vehicle
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BNY Mellon Sustainable Real Return Fund
View fund performance
View Key Investor Information Document
View prospectus -
- * Please note that on 1 October 2021, the performance benchmark for this strategy changed from 1-month GBP LIBOR +4% to SONIA (30-day compounded) +4%.
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.
Newton will make investment decisions that are not based solely on ESG considerations. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that ESG considerations are assessed and the assessment of their suitability for Newton’s sustainable strategies may vary depending on the asset class and strategy involved. For Newton’s sustainable strategies, ESG Quality Reviews are performed prior to investment for corporate investments (single name equity and fixed income securities).