UK Institutional UK Equity

Strategy highlights

  • Investment process based on strong fundamentals and valuation case
  • Flexibility to deviate from the benchmark and to invest directly in a range of UK equity opportunities
  • Benefits from a broad perspective owing to our long-term thematic research
  • 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 FTSE All Share Index by more than 2% per annum over rolling 5-year periods by achieving long-term capital growth from a portfolio of predominantly UK securities.

Performance Benchmark

FTSE All-Share

Typical number of equity holdings

50 to 70

Strategy inception

Composite inception: 1 January 1996

Strategy available through pooled UK vehicle

BNY Mellon UK Equity Fund

View fund performance
View Key Investor Information Document
View prospectus
UK Inst UK equity strategy factsheet

Strategy factsheet

Performance and commentary for the last quarter.

Download Factsheet

Investment team

Our UK Equity 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?

Contact us

Tim Lucas
Tim Lucas

Portfolio manager, UK Equities team

David Cumming
David Cumming

Head of UK Equities team

Insights

City, Architecture, Building
Blog

UK equities: Things can only get better?

We assess the prospects for the UK economy and consider potential sources of UK equity income.
14 June 2024 David Cumming
City, Metropolis, Urban
Blog

UK equity outlook

Our thoughts on falling inflation and the outlook for UK equities.
21 November 2023 Tim Lucas
Blog

What next for the FTSE?

We discuss the outlook for UK equities.
22 March 2023 Georgina Cooper

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.

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.
  • Geographic concentration risk: The strategy primarily invests in a single market which may have a significant impact on 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.
  • 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.