This strategy is offered by Newton Investment Management Ltd (‘NIM’). NIM is part of the Newton Investment Management Group.
Our philosophy and process
- The strategy invests in a diversified range of assets, from equities and bonds to alternative assets. 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 Global Unconstrained 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
-
Bhavin Shah
Portfolio manager, multi-asset team
-
Alison El-Araby
Portfolio manager, multi-asset team
-
Oliver Larminie
Portfolio manager, charities and specialist institutions
-
Hilary Meades
Head of charities investment
-
Simon Nichols
Portfolio manager, global opportunities team
-
Tim Wilson
Portfolio manager, multi-asset team
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 analysis may vary depending on the type of security, investment rationale and investment strategy. Newton does not currently view certain types of investments as presenting ESG risks, opportunities and/or issues, and believes it is not practicable to evaluate such risks, opportunities and/or issues for certain other investments. In addition, Newton will make investment decisions that are not based solely on ESG considerations. In some cases, therefore, Newton may conclude that other attributes of an investment outweigh ESG considerations when making investment decisions.