Strategy highlights

  • Focuses on high-quality, cash-generative stocks with reliable dividend yields
  • Designed to yield at least 110% of the FTSE All-Share Index over a rolling three-year period
  • At least 80% of portfolio invested in UK equities
  • 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 aims to achieve income over an annual period together with capital growth over the long term (5 years or more).

Performance benchmark

FTSE All-Share

Typical number of equity holdings

30 to 50

Literature

Application form
Key Investor Information Document (KIID)
Prospectus
BNY Mellon UK Equity Income Fund factsheet

Fund factsheet

Information on performance and positioning.

Download Factsheet

Investment team

Our UK Equity Income 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
David Cumming
David Cumming

Head of UK Equities team

Tim Lucas
Tim Lucas

Portfolio manager, UK Equities team

Insights

Blog

Nature and biodiversity: What COP16 means for investors

We uncover the key takeaways from biodiversity COP16 and explore how nature can be connected to investments.
17 December 2024 Rebecca White, Nicholas Harris
Blog

Fixed-income outlook 2025: Opportunity and uncertainty

We assess the global outlook for 2025 and uncover the key areas of opportunity for bond investors.
16 December 2024 Ella Hoxha
Blog

Real Return outlook 2025: Opportunities in a new market regime

Amid developments in the US and China and continued excitement around AI, we assess the investment outlook.
11 December 2024 Newton Real Return 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 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.
  • Emerging markets risk: Emerging Markets have additional risks due to less-developed market practices.
  • Liquidity risk: The strategy may not always find another party willing to purchase an asset that the strategy wants to sell which could impact the strategy’s ability to sell the asset or to sell the asset at its current value.
  • 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.