UK Institutional Sustainable UK Opportunities

Strategy highlights

  • Fundamental bottom-up research
  • Thematic research identifies areas with strong growth potential, not ‘old’ profit pools
  • Focus on high quality ‘compounders’ – exceptional, growing businesses that can sustain superior returns into the long term
  • Investing in companies that positively manage the material impacts of their operations and products on the environment and society
  • Actively omitting companies involved in areas of high social cost, environmental degradation or violation of the UN Global Compact Principles
Find out more about our investment philosophy

Strategy profile

Objective

To achieve long-term capital growth from a concentrated portfolio invested primarily in UK securities with the capability to hold non-UK securities

Performance benchmark

FTSE All-Share

Typical number of equity holdings

30 to 50

Red lines

Our ‘red lines’ are built on a combination of exclusions that effectively avoid investments in security issuers involved in or that generate a material proportion of revenues from areas of activity that we deem to be harmful from a social and/or environmental perspective. Read more about our red lines.

Strategy inception

8 December 2021

Strategy available through pooled UK vehicle

BNY Mellon Sustainable UK Opportunities Fund

View fund performance
View Key Investor Information Document
View prospectus
UK Inst Sustainable UK Opportunities strategy factsheet

Strategy factsheet

Performance and commentary for the last quarter.

Download Factsheet
RI report Sustainable UK Opportunities

Responsible investment report

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

Download Report

Investment team

Our Sustainable UK Opportunities strategy is managed by an experienced team. 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

Nick Pope
Nick Pope

Portfolio manager, Sustainable Equity strategies

David Cumming
David Cumming

Head of UK Equities team

Julianne McHugh
Julianne McHugh

Head of sustainable equities

Tim Lucas
Tim Lucas

Portfolio manager, UK Equities team

Insights

City, Metropolis, Urban
Blog

UK equity outlook

Our thoughts on falling inflation and the outlook for UK equities.
21 November 2023 Tim Lucas
What next for the FTSE?
Blog

What next for the FTSE?

We discuss the outlook for UK equities.
22 March 2023 Georgina Cooper
Blog

2022: Reflections of a UK equity investor

Looking back on a year of multiple crises.
10 January 2023 David Cumming

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.

Newton will make investment decisions that are not based solely on ESG criteria. Other attributes of an investment may outweigh ESG analysis when making investment decisions. The way that ESG and sustainability criteria are assessed and the evaluation of their suitability for Newton’s sustainable strategies may vary depending on the asset class and strategy involved. For Newton’s sustainable strategies, ESG analysis is performed prior to investment for corporate investments (single name equity and fixed-income securities). The analysis will then also follow the Newton sustainable investment process to ensure it fits with the wider Newton sustainable investment philosophy.

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.
  • Sustainable strategies risk: The strategy follows a sustainable investment approach, which may cause it to perform differently from strategies that have a similar objective but which do not integrate sustainable investment criteria when selecting securities.
  • 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.