Strategy profile
-
Objective
-
The strategy seeks to outperform the custom blended benchmark by 1-2% per annum over rolling 5-year periods by investing in a global portfolio of equities, fixed-income and alternative securities.
-
Performance benchmark
-
37.5% FTSE All-Share index, 37.5% FTSE World (ex-UK) index, 20% FTSE Actuaries UK Conventional Gilts All Stocks index and 5% SONIA (7-day compounded)
-
Typical number of equity holdings
-
60 to 110
-
Strategy inception
-
22 September 1998 (BNY Mellon Global Balanced Fund).
Newton has managed UK Institutional Balanced strategies since its formation in 1978. -
Strategy available through pooled UK vehicle
-
BNY Mellon Multi-Asset Global Balanced Fund
View fund performance
View Key Investor Information Document
View prospectus
Investment team
-
- Our Multi-Asset Global Balanced strategy is managed by an experienced team. 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.
Want to find out more?
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.