Investment team
Our Sustainable Global Emerging Markets strategy is managed by an experienced team. Our dedicated responsible investment team is an integral part of the investment process and has the power of veto. Guided by our global investment themes, we seek to identify opportunities and risks through research and debate.
- 18
- years’ average investment experience
- 11
- years’ average time at Newton
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Paul Birchenough
Portfolio manager, Global Opportunities team
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Ian Smith
Portfolio manager, Global Opportunities team
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Paul Markham
Head of Global Opportunities
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Simon Nichols
Portfolio manager, global opportunities team
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Aditya Shah
Portfolio analyst, Global Opportunities team
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Duncan Bulgin
Portfolio manager, Global Opportunities team
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Jonathan Dennis
Portfolio analyst, Global Opportunities team
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Karen Miki Behr
Portfolio manager, Global Opportunities team
Strategy profile
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Objective
- To achieve long-term capital growth by investing in emerging-market securities that demonstrate attractive investment attributes and are deemed by Newton to be sustainable.
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Performance benchmark
- MSCI Emerging Markets Index (NDR)
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Typical number of equity holdings
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Typically 45-65 holdings
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Strategy inception
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December 2021
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Strategy available through pooled UK vehicle
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BNY Mellon Sustainable Global Emerging Markets Fund
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 and the assessment of their suitability for NIM’s sustainable strategies may vary depending on the asset class and strategy involved. For Newton’s sustainable strategies, ESG Quality Reviews are performed prior to investment for corporate investments (single name equity and fixed income securities).