Strategy profile
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Objective
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The strategy seeks to outperform a 50% UK equity and 50% international equity index by 1-2% per annum over rolling 5-year periods by achieving long-term capital growth from a portfolio of global securities.
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Performance benchmark
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50% UK equities (FTSE All-Share) and 50% international equities (1/3 FTSE AW North America, 1/3 FTSE AW Europe ex UK, 1/3 FTSE AW Asia Pacific)
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Typical number of equity holdings
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60 to 110
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Strategy inception
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Composite inception: 1 January 1996
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Strategy available through pooled UK vehicle
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BNY Mellon 50/50 Global Equity Fund
View fund performance
View Key Investor Information Document
View prospectus
Strategy factsheet
Performance and commentary for the last quarter.
Responsible investment report
Stewardship activities (voting and engagement) for the last quarter and ESG metrics.
Investment team
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Our Global Equity (50/50) 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.
A team of 6 investment professionals.
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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.