Income Strategies | Newton

Why Income?

With income levels on traditional assets such as cash and government bonds having fallen in recent years, pension plans have found it harder to meet their future cash-flow obligations, as well as continuing to achieve sustainable growth. Additionally, as contributions decline, plans are often struggling to manage cash flow effectively in order to meet near-term commitments.

By investing in suitable income products, plans may be able to make their investments work harder to deliver on their dual objective of generating income to meet cash requirements and growing capital over time.

Focus on companies with a disciplined approach to capital management aims to provide a consistent income stream, even in volatile markets
Using time and consistency to harness the full potential of compounding
Our income strategies cover equities (including infrastructure investments), as well as bonds and alternative investments within a multi-asset portfolio

All Income Strategies

Strategy	Category	Literature
Equity Income	US equity
Global Dynamic Bond Income	Fixed income
Global Equity Income	Global equity
Global Infrastructure Dividend Focus Equity	Global equity
Sustainable Global Equity Income	Global equity	Brochure

This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Newton is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Newton’s investment business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. Past performance is not a guide to future performance. 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. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York or any of its affiliates. The Bank of New York assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2006 The Bank of New York Company, Inc. All rights reserved. Securities in Canada are offered through BNY Mellon Asset Management Canada Ltd. (MAML), registered as a Portfolio Manager and Exempt Market Dealer in all provinces and territories of Canada and as an Investment Fund Manager and Commodity Trading Manager in Ontario. MAML is an indirect wholly owned subsidiary of The Bank of New York Mellon Corporation and is an affiliate of Newton’s. Unless otherwise indicated, all financial data is shown in U.S. dollars. This document has been provided in Canada by MAML for use with institutional investors only and may not be redistributed without authorization.