Concentrated Global Equity

Strategy highlights

: Benefits from a broad perspective owing to our long-term thematic research

Flexibility to react to shifts in the attractiveness of different securities

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 seeks to significantly outperform the MSCI AC World Index (NDR) over rolling 5-year periods by achieving long-term capital growth from a concentrated portfolio of global securities.¹
Performance benchmark: MSCI AC World Index (NDR)²
Typical number of equity holdings: 30 to 50
Strategy inception: Composite inception: 1 October 2004
Strategy available through pooled UK vehicle: BNY Mellon Global Opportunities Fund

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: ¹ The target stated is for indicative purposes only and may be changed without notice. Targeted return is generally aspirational in nature, is not based on criteria and assumptions, and is not a guarantee of future returns.

² The MSCI AC World Index (NDR) performance benchmark is used as a comparator for this strategy. The strategy does not aim to replicate either the composition or the performance of the performance benchmark.

Strategy factsheet

Performance and commentary for the last quarter.

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Investment team

The strategy is managed by an experienced team with a wide range of backgrounds. In-house research analysts are at the core of our investment process, and our multidimensional research capabilities help to promote better-informed investment decisions.

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Louise Kernohan

Head of Global Opportunities

Georgina Gregory

Portfolio manager, Global Opportunities team

Simon Nichols

Portfolio manager, Global Opportunities team

Tom Wilson

Portfolio manager, Global Opportunities 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.

Analysis of themes may vary depending on the type of security, investment rationale and investment strategy. Newton will make investment decisions that are not based on themes and may conclude that other attributes of an investment outweigh the thematic structure the security has been assigned to.

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.

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.

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.

Shanghai-Hong Kong Stock Connect and/or the Shenzhen-Hong Kong Stock Connect (‘Stock Connect’) risk: The strategy may invest in China A shares through Stock Connect programmes. These may be subject to regulatory changes and quota limitations. An operational constraint such as a suspension in trading could negatively affect the strategy’s ability to achieve its investment objectives.

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.