UK Institutional Global Equity

Strategy highlights

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

Strategy profile

Objective

The strategy seeks to outperform the MSCI ACWI Index (NDR) by more than 2% per annum over rolling 5-year periods by achieving long-term capital growth from a portfolio of global securities.

Performance benchmark

MSCI AC World Index (NDR)

Typical number of equity holdings

50 to 80

Strategy inception:

Composite inception: 1 April 1995

Strategy available through pooled UK vehicle

BNY Mellon Global Equity Fund

View fund performance
View Key Investor Information Document
View prospectus

UK Inst Global equity strategy factsheet

Strategy factsheet

Performance and commentary for the last quarter.

Download Factsheet
Global Equity brochure

Brochure

More detail on the strategy’s investment approach.

Download Brochure

Investment team

Our Global Equity 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. Test change.

Want to find out more?

Contact us
Louise Kernohan
Louise Kernohan

Head of Global Opportunities

Georgina Cooper
Georgina Cooper

Portfolio manager, Global Opportunities team

Simon Nichols
Simon Nichols

Portfolio manager, Global Opportunities team

Tom Wilson
Tom Wilson

Portfolio manager, Global Opportunities 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.

Analysis of themes may vary depending on the type of security, investment rationale and investment strategy. Newton will make investment decisions that are not based on themes and may conclude that other attributes of an investment outweigh the thematic structure the security has been assigned to.

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.
  • 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.