Discover the BNY Mellon Asian Income Fund

The BNY Mellon Asian Income Fund aims to provide income with the potential for capital growth over the longer-term (5 years or more).

The Fund will measure its performance against the FTSE Asia Pacific ex Japan TR Index (the “Benchmark”). The Fund is actively managed, which means the Investment Manager has absolute discretion to invest outside the Benchmark subject to the investment objective and policies disclosed in the Prospectus. While the Fund’s holdings may include constituents of the Benchmark, the selection of investments and their weightings in the portfolio are not influenced by the Benchmark. The investment strategy does not restrict the extent to which the Investment Manager may deviate from the Benchmark.

The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not guaranteed.

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

Why invest?

  • The case for Asia equity income: We believe that Asia Pacific ex Japan continues to offer attractive valuations relative to developed markets. Additionally, the defensive, robust nature of dividend paying companies can create an asymmetric return profile, which, combined with the significant benefits of compounding income over time, can generate strong, long-term returns. We believe this is an attractive strategy against a backdrop of lower growth and increased volatility.
  • Disciplined and sustainable approach: The Fund follows a clearly defined philosophy and process, which combines the use of Newton’s global investment themes with buy and sell yield criteria to create a disciplined and sustainable approach.
  • Unconstrained, flexible, concentrated portfolio: The Fund adopts a high-conviction, active approach, with a long-term focus to capture real and sustainable dividends. The number of stocks held in the portfolio will typically range from 40 to 70.

Emerging Markets Risk: Emerging Markets have additional risks due to less developed market-practices.

Geographic concentration risk: Where the Fund invests significantly in an single market this may have a material impact on the value of the fund.

Discipline applied to pockets of structurally attractive growth

CONSUMPTION GROWTH

Capitalising on changes in consumption patterns

POWERING GROWTH

Power and basic infrastructure companies e.g. cash generative utilities operating within well defined regulatory regimes preferably benefiting from clean energy

Business qualities

  • Franchise quality and longevity – recurring cash flows
  • Sustainable moats (protecting competitive advantage, margins, returns and dividends)
  • Industry thematic tailwinds

Management qualities

  • Disciplined capital allocation
  • Strong balance sheets
  • Run for all shareholders with good corporate governance

CONNECTING GROWTH

Transportation and network services benefiting from population dynamics

ENABLING GROWTH

  • Engineering leaders to provide critical ingredients for future growth with high returns
  • Creating value profitability i.e. not chasing revenues at expense of margins

Resources

Back to the future

After a knock-out 12 months for equity income, the higher inflation, higher interest-rate environment heralds a return of more ‘normal’ market conditions; a focus on fundamentals is back in vogue, explains Jon Bell, portfolio manager in Newton Investment Management’s global equity income team.

Equity Income,Fundamentals,Global Equity,Inflation,Interest Rates

Resilient sectors in a volatile economy

BNY Mellon US income manager John Bailer outlines some of the sectors he thinks are less prone to the whims of the ever-changing global economy.

Economy,Global,Volatile

Challenge and Opportunities in Global Equity Income Investing

Jim Lydotes, the deputy CIO of Equities and the head of the income team at Newton Investment management assesses the outlook for equity income investing globally.

Income,Newton
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$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

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