UK Equity Investment Strategy

Strategy highlights

: Investment process based on strong fundamentals and valuation case

Flexibility to deviate from the benchmark and to invest directly in a range of UK equity opportunities

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 seeks to outperform the FTSE All Share Index by more than 2% per annum over rolling 5-year periods by achieving long-term capital growth from a portfolio of predominantly UK securities.¹
Performance Benchmark: FTSE All-Share²
Typical number of equity holdings: 50 to 70
Strategy inception: Composite inception: 1 January 1996
Strategy available through pooled UK vehicle: BNY Mellon UK Equity Fund

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View Key Investor Information Document
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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.

²The FTSE All-Share index 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.

Want to find out more?

Tim Lucas

Portfolio manager, UK Equities team

David Cumming

Head of UK Equities 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.

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.

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.