Our philosophy and process
- We follow a single-portfolio, holistic approach to constructing multi-asset portfolios. A constantly evolving and forward-looking approach seeks to anticipate change, manage risk, and identify opportunities.
- Material ESG risks, opportunities and issues are considered as part of the investment research process.
- 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 Institutional Balanced 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.
- 30
- years’ average investment experience
- 19
- years’ average time at Newton
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Simon Nichols
Portfolio manager, global opportunities team
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Bhavin Shah
Portfolio manager, multi-asset team
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Oliver Larminie
Portfolio manager, charities and specialist institutions
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Hilary Meades
Head of charities investment
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Tim Wilson
Portfolio manager, multi-asset team
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Alison El-Araby
Portfolio manager, multi-asset team
Strategy profile
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Objective
-
The strategy seeks to outperform the custom blended benchmark by 1-2% per annum over rolling 5-year periods by investing in a global portfolio of equities, fixed-income and alternative securities.
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Performance benchmark*
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37.5% FTSE All-Share index, 37.5% FTSE World (ex-UK), index 20% FTSE Actuaries UK Conventional Gilts All Stocks index All Stocks index and 5% SONIA (7-day compounded)*
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Typical number of equity holdings
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60 to 110
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Strategy size
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£483m (as at 30 June 2022)
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Strategy inception
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22 September 1998 (BNY Mellon Global Balanced Fund).
Newton has managed UK Institutional Balanced strategies since its formation in 1978. -
Strategy available through pooled UK vehicle
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BNY Mellon Multi-Asset Global Balanced 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.