Investing for all of our futures ... creating a powerful legacy
Chief Investment Officer, Multi-Asset,
Newton Investment Management.
In a volatile, inflationary, low growth world, we think investors need actively managed, global, sustainable solutions.
FutureLegacy is a range of five risk-targeted Multi-Asset funds that, through the expertise at Newton Investment Management, aim to help clients achieve their long-term goals investing for and during their retirement
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The FutureLegacy offering
Strategic and tactical asset allocation combined with sustainable security selection enables Newton to determine the optimal portfolio construction within the defined risk bands.
Newton offers a choice of multi-asset solutions to meet investors’ unique mix of yield / risk appetite.
Source: Newton, 28 February 2023. Pie charts illustrate the breakdown of equities and bonds. Total does not sum to 100 due to rounding.
The BNY Mellon FutureLegacy funds are actively managed typically by using forward-looking expectations of volatility. In doing so, the Investment Manager uses its own internal risk model, whilst also considering external independent risk profiling methodologies. Based on a risk profile scale of 1 (lowest) to 10 (highest), the funds target risk profiles of 3, 4, 5, 6 and 7 but this is not guaranteed. The risk profile targeted by each of the BNY Mellon FutureLegacy funds can be identified through the number included in the respective fund’s name. This risk profile is not the same as the risk and reward category shown in the funds’ Key Investor Information Document(s). The risk profiles of the funds are currently assessed against the risk ratings scale provided by Dynamic Planner, but is subject to change at the ACD’s discretion. Dynamic Planner Risk Ratings should not be used for making an investment decision and it does not constitute a recommendation or advice in the selection of a specific investment or class of investments.
Newton is a founding supporter of the charity The Centre for Financial Capability, and is a founding member of its ground-breaking collaborative project KickStart Money, which aims to take financial education to almost 20,000 UK primary school children, catalysing a movement to build a savings culture for the future.
Key investment risks:
For a full lists of risks applicable to these funds, please refer to the prospectus or other offering documents.
The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not guaranteed.
The FutureLegacy range is managed by an experienced team, bringing together the best of Newton’s skills.
* Analysis of themes may vary depending on the type of security, investment rational 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.
Newton Research Team: Newton Research Team: All the portfolio management teams are supported by the Newton Global Research Team which consists of of 66 investment professionals as at 30 June 2023 (some of whom combine research and portfolio management roles). The research platform blends thematic, fundamental, macroeconomic, geopolitical, regional, quantitative, accounting, private markets and investigative research that takes material ESG risks, opportunities and issues into account (where relevant) to give Newton Investment Management the widest perspective on the investment landscape.
1 Newton’s global AUM is adjusted lower to factor in any double counting of affiliate fund or fund-of-fund assets which can occur when a Newton multi-asset strategy invests in a BNY Mellon fund, that is sub-advised by Newton. At end June 2023, total assets invested by Newton multi-asset strategies on this basis was £2.8bn. To avoid double counting we extract these assets from Newton’s global AUM, which results in a total global AUM of £86.9bn for Newton. Mixed Assets and Charities team assets of £11.1bn includes £1.7bn of this form of double-counted assets. Multi-Asset Solutions team assets of £14.9bn includes £1.1bn of this form of double-counted assets.
Assets under management (AUM) relates to the combined assets managed by the Newton Investment Management group. From 1 September 2021, Newton group of companies includes Newton Investment Management Limited (NIM) and Newton Investment Management North America LLC (NIMNA).
DOC ID: 1528942 Expiry: 23 December 2023
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