Global Equity ex US

Strategy highlights

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

Flexibility to deviate from the performance benchmark and to invest directly in a range of opportunities globally

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 outperform the MSCI EAFE Index (NDR) by 2% per annum (before fees) over a full market cycle by achieving long-term capital growth from a portfolio of global securities (ex-US).
Performance benchmark: MSCI EAFE (NDR)
Typical number of equity holdings: 55 to 80
Strategy inception: Composite inception: 1 November 1997

Investment team

: Our Global Equity ex US 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?

Louise Kernohan

Head of Global Opportunities

Georgina Cooper

Portfolio manager, Global Opportunities team

Tom Wilson

Portfolio manager, Global Opportunities team

Insights

Audio

The power of waste

Could wastewater be a viable source of renewable energy?

19 July 2024 Jack Encarnacao, Raphael J. Lewis

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

Video

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02 April 2024 Paul Brain, Matt Goodburn

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.

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.

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.

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.