In a world of financial repression, investors may be compelled to migrate away from their comfort zone, thereby increasing their risks. In a low-growth environment where risk is prevalent, pursuing an asymmetric return profile within equities may be desirable.
Why invest in this Fund?
The case for Equity Income: The defensive, robust nature of dividend-paying companies can create an asymmetric return profile. This, combined with the significant benefits of compounding income over time, can generate strong, long-term returns and 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.
Concentrated portfolio, premium income level: The Fund adopts a highly-committed, active approach focused on generating sustainable returns and a premium level of income. The discipline creates a differentiated portfolio and the number of stocks held in the portfolio will typically range from 40 to 70.
Experience and track record: The Fund is one of the longest-running, truly global equity income funds (launched in November 2005). Income remains a core competency at Newton, with investors able to benefit from the broad
expertise of both the global equity and income teams, and the proprietary research of Newton’s global sector analysts.
The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not guaranteed.
Currency Risk: This Fund invests in international markets which means it is exposed to changes in currency rates which could affect the value of the Fund.