Blockchain Innovation

This strategy is offered by Newton Investment Management Ltd (‘NIM’). This strategy may be managed by an affiliate of NIM and may apply a research process that differs from that applied by NIM.

The underlying concept of blockchain technology is the placement of any asset on a digital system, also known as a ledger, to record and validate any transaction type. The technology is an integral part of the broader digital transformation that is underway, which is fundamentally changing the way all businesses are operating and delivering value to customers. Key return drivers of companies that embrace blockchain technology include both revenue growth and cost saving opportunities.

Our global fundamental research platform includes analysts who leverage their extensive expertise across specific industries and geographies to identify companies that align with the opportunities inherent in blockchain. Leveraging that expertise, we assign a proprietary materiality ranking to a company before adding it to our universe.

We then select from this universe, initially targeting 30 to 50 holdings that represent the strongest opportunity to develop significant exposure to blockchain. The fundamental portfolio manager initially determines position sizing.

Past performance is not a guide to future performance. 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.