Our philosophy and process

  • Detailed fundamental stock analysis is conducted by specialist global sector analysts. A constantly evolving and forward-looking approach seeks to anticipate change, manage risk, and identify opportunities.
  • ESG considerations are integrated throughout the research process and via proprietary quality reviews, to ensure that any material issues are captured.

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 UK Equity 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.

17
years' average investment experience
13
years' average time at Newton
  • Ilga Haubelt
    Ilga Haubelt

    Head of Equity Income

  • Emma Mogford
    Emma Mogford

    Portfolio manager, UK equity income

  • Robert Hay
    Robert Hay

    Portfolio manager, global equity income

  • Paul Flood
    Paul Flood

    Portfolio manager, global equity income

  • Jon Bell
    Jon Bell

    Portfolio manager, equity income team

  • Zoe Kan
    Zoe Kan

    Portfolio manager, emerging and Asian equity income

  • Nick Pope
    Nick Pope

    Junior portfolio manager

Strategy profile

Objective

To generate distributions over an annual period together with long term capital growth

Comparative index

FTSE All-Share

Performance aim

To outperform the comparative index by over 2% per annum

Typical number of equity holdings

40 to 60

Strategy size

£1.1bn (as at 30 June 2020)

Strategy inception

Composite inception: 1 January 1996
UK Inst UK equity income strategy factsheet

Strategy factsheet

Performance and commentary for the last quarter.

Download Factsheet
RI report UK Equity Income

Responsible investment report

Stewardship activities (voting and engagement) for the last quarter and ESG metrics.

Download Report

Fund performance

Find out more

Key Investor Information Document

Read more
UK dividends under pressure
Blog

UK dividends under pressure

As uncertainty grows, companies slam the brakes on dividend payouts.
Emma Mogford
25 March 2020
UK equities
The end of the beginning?
Blog

The end of the beginning?

The UK may have officially left the European Union, but the real negotiations are yet to begin.
Paul Markham
04 February 2020
Global equities, UK equities
UK election
Blog

UK election: positive for UK domestic businesses?

What does the general election result mean for the UK market?
Emma Mogford
20 December 2019
Macro views, UK equities

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.

Key investment risks

 

  • There is no guarantee that the strategy will achieve its objective.
  • This strategy invests in international markets which means it is exposed to changes in currency rates which could affect the value of the strategy.
  • A fall in the UK market may have a significant impact on the value of the strategy because it primarily invests in this market.
  • The strategy will use derivatives to generate returns as well as to reduce costs and/or the overall risk of the strategy. Using derivatives can involve a higher level of risk. A small movement in the price of an underlying investment may result in a disproportionately large movement in the price of the derivative investment.
  • The strategy may invest in small companies which may be riskier and less liquid (i.e. harder to sell) than large companies. This means that their share prices may have greater fluctuations.
  • 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.