Our philosophy and process
- A constantly evolving and forward-looking approach seeks to anticipate change, manage risk, and identify opportunities. ESG (environmental, social and governance) considerations are integrated throughout the research process to ensure that any material issues are captured.
- The strategy invests in a diversified range of assets, from equities and bonds to alternative assets. Income is set at portfolio level, allowing the manager to determine where best to achieve income and where to seek capital growth.
- Every time we consider a security or look at an industry or country, it’s in the context of what’s happening across the world. We believe the investment landscape is shaped over the long term by some key trends, and we use a range of global investment themes to capture these.
Investment team
Our Multi-Asset Income strategy is managed by an experienced team. Our global sector analysts and investment managers are located on a single floor in London, which helps to ensure that the investment process is flexible and opportunistic. Guided by our global investment themes, the team works together to identify opportunities and risks through research and debate.
- 23
- years’ average investment experience
- 20
- years’ average time at Newton
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Paul Flood
Head of mixed assets investment
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Jon Bell
Portfolio manager, global equity income
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Robert Hay
Portfolio manager, global equity income
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Zoe Kan
Portfolio manager, emerging and Asian equity income
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John C Bailer
Deputy head of equity income, portfolio manager
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Brian Ferguson
Portfolio manager, equity income team
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Peter D Goslin
Portfolio manager, equity income team
-
Keith Howell Jr.
Portfolio manager, equity income team
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Adam Logan
Portfolio manager, equity income team
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James A Lydotes
Deputy chief investment officer, equity
Strategy profile
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Objective
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The strategy seeks to provide income with the potential for capital growth over the longer term by investing in a broad diversified multi-asset portfolio. The portfolio aims to yield 30% more than a reference yield comprising 60% MSCI AC World Index (equities) and 40% ICE BofA Global Broad Market GBP Hedged Index (bonds).
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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 March 2015
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Strategy available through pooled UK vehicle
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BNY Mellon Multi-Asset Income Fund
View fund performance
View Key Investor Information Document
View prospectus
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 may vary depending on the asset class and strategy involved. The research team performs ESG quality reviews on equity securities prior to their addition to Newton’s research recommended list (RRL). ESG quality reviews are not performed for all fixed income securities. The portfolio managers may purchase equity securities that are not included on the RRL and which do not have ESG quality reviews. Not all securities held by Newton’s strategies have an ESG quality review completed prior to investment, although since 2020 it has been a requirement for all (single name) equity securities to have an ESG quality review before they are purchased for the first time.