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 incorporates consideration of environmental, social and governance (ESG) risks, issues and opportunities
Find out more about our investment philosophy

Strategy profile

Objective

The strategy seeks to achieve capital growth over the long term (5 years or more).

Performance benchmark

MSCI AC World Index (NDR)

Typical number of equity holdings

30 to 50

Literature

Application form
Key Investor Information Document (KIID)
Prospectus
BNY Mellon Global Opportunities Fund factsheet

Fund factsheet

Information on performance and positioning.

Download Factsheet
RI report Concentrated global equity

Responsible investment report

Stewardship activities (voting and engagement) for the last quarter and ESG metrics.

Download Report

Investment team

Our Concentrated Global Equity strategy is managed by a team with a wide range of backgrounds and varied experience. In-house research analysts are at the core of our investment process, and our multidimensional research platform spans fundamental, thematic, ESG, quantitative, geopolitical, investigative and private-market research to promote better-informed investment decisions.

Want to find out more?

Contact us

Louise Kernohan
Louise Kernohan

Head of Global Opportunities

Georgina Cooper
Georgina Cooper

Portfolio manager, Global Opportunities team

Simon Nichols
Simon Nichols

Portfolio manager, Global Opportunities team

Tom Wilson
Tom Wilson

Portfolio manager, Global Opportunities team

Insights

Global equity income: Better income outcomes in 2023?
Article

Investment comment

Following weeks of intense seismic activity, a volcano on the Reykjanes peninsula of southwest Iceland erupted.
03 April 2024 Edward Walter
Searching for a silver lining
Blog

Absolute-return investing: A new golden age?

Why we believe a changed macroeconomic backdrop makes an absolute-return investment approach increasingly relevant.
20 February 2024 Paul Brain, Catherine Doyle
Global equity
Video

Global Equity – quarterly outlook

Louise Kernohan explores where to look for equity opportunities amid an uncertain outlook.
08 February 2024 Louise Kernohan

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.

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.