UK Institutional Global Equity (50/50)

Strategy highlights

  • Stock selection driven by bottom-up proprietary research which is underpinned by our multidimensional approach
  • Flexibility to deviate from the performance benchmark and to invest directly in a range of UK and international opportunities
  • Benefits from a broad perspective owing to our long-term thematic research
Learn more about our multidimensional investment philosophy

Strategy profile

Objective

The strategy seeks to outperform a 50% UK equity and 50% international equity index by 1-2% per annum over rolling 5-year periods by achieving long-term capital growth from a portfolio of global securities.

Performance benchmark

50% UK equities (FTSE All-Share) and 50% international equities (1/3 FTSE AW North America, 1/3 FTSE AW Europe ex UK, 1/3 FTSE AW Asia Pacific)

Typical number of equity holdings

60 to 110

Strategy inception

Composite inception: 1 January 1996

Strategy available through pooled UK vehicle

BNY Mellon 50/50 Global Equity Fund

View fund performance
View Key Investor Information Document
View prospectus
UK Inst 50/50 global equity strategy factsheet

Strategy factsheet

Performance and commentary for the last quarter.

Download Factsheet

Investment team

Our Global Equity (50/50) strategy is managed by a team with a wide range of backgrounds and varied experience. In-house research analysts are at the core of our investment process, and our multidimensional research platform spans fundamental, thematic, responsible investment, quantitative, geopolitical, investigative and private-market research to promote better-informed investment decisions.

A team of 6 investment professionals.

Want to find out more?

Contact us

Paul Flood
Paul Flood

Head of Mixed Assets Investment

Simon Nichols
Simon Nichols

Portfolio manager, Global Opportunities team

Bhavin Shah
Bhavin Shah

Portfolio manager, Mixed Assets Investment team

Insights

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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.

ESG can be one of many inputs into the fundamental analysis. Newton will make investment decisions that are not based solely on ESG analysis. Other attributes of an investment may outweigh ESG analysis when making investment decisions. The way that material ESG analysis is assessed may vary depending on the asset class and strategy involved. As of September 2022, the equity investment team performs ESG analysis on equity securities prior to their recommendation. ESG analysis is not performed for all fixed-income securities. The portfolio managers may purchase equity securities that are not formally recommended and for which ESG analysis has not been performed.

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 primarily invests in a single market which may have a significant impact on the value of the strategy.
  • 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.
  • 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.