Our philosophy and process
- Detailed fundamental stock analysis conducted by specialist analysts. Material ESG risks, opportunities and issues are considered as part of the investment research process.
- The strategy is conviction-based with no sector constraints, and invests in UK equities. A constantly evolving and forward-looking approach seeks to anticipate change, manage risk, and identify opportunities.
- 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 strategy is managed by an experienced team. Our investment team of research analysts and portfolio managers works together across regions and sectors, helping to ensure that our investment process is highly flexible. Guided by our global investment themes, we seek to identify opportunities and risks through research and debate.
- 17
- years’ average investment experience
- 9
- years’ average time at Newton
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Louise Kernohan
Portfolio manager, UK Equities team
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Georgina Cooper
Portfolio manager, UK Equities team
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Tim Lucas
Portfolio manager, UK Equities team
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Simon Nichols
Portfolio manager, global opportunities team
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Paul Markham
Head of Global Opportunities
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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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Julianne McHugh
Head of Sustainable Equities
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Karen Miki Behr
Portfolio manager, Global Opportunities team
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Duncan Bulgin
Portfolio manager, Global Opportunities team
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Aditya Shah
Portfolio analyst, Global Opportunities team
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Jonathan Dennis
Portfolio analyst, Global Opportunities team
Strategy profile
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Objective
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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.
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Performance Benchmark
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FTSE All-Share
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Typical number of equity holdings
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50 to 70
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Strategy size
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£0.7bn (as at 30 June 2022)
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Strategy inception
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Composite inception: 1 January 1996
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Strategy available through pooled UK vehicle
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BNY Mellon UK Equity 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.