Keith Morgan - UKBAA Northern Investment Summit presentation
BNYM0361_GHI_AD_BUILD_A4_FAW_LR
1. 25
20
15
10
5
0
-5
-10
-15
-20
-25
700
500
300
100
£ %
FTSEWorldTRGBP(%Growth)
2006 2007 2008 2009 2010 2011 2012 2013 YTD 2014
(31/10/2014)
1Source:Lipper as at 31 October 2014. Income Paid is the cash amount distributed, net of UK tax, Fund performance is calculated as Total return including income net of UK tax, ongoing charge and performance fee
(where applicable) in GBP terms. 2Source: Lipper IM. Income Paid is the cash amount distributed, net of UK tax, for a single £10,000 invested on the 30/11/2005 (fund launch) in GBP terms. 3Bradford & Bingley First
Choice >10k (monetary).Past performance is not a guide to future performance.The value of investments can fall as well as rise so your client may get back less than originally invested.For Professional Clients
only.This is not intended as investment advice.For a full list of risks applicable to this fund please refer to the Prospectus.You should read the Prospectus and Key Investor Information Document (KIID) for each
fund in which you want to invest.The Prospectus and KIID can be found at www.bnymellonim.co.uk.Any views and opinions expressed are those of the investment manager,unless otherwise noted.This document
should not be published or distributed without authorisation from BNY Mellon Investment Management EMEA limited (BNYMIM EMEA). This document may not be used for the purpose of an offer or solicitation in
any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or not authorised. This Fund is a sub-fund of BNY Mellon Investment Funds, an open-ended investment company with variable
capital (ICVC) with limited liability between sub-funds. Incorporated in England and Wales: registered number IC27. The Authorised Corporate Director (ACD) is BNY Mellon Fund Managers Limited, incorporated in
England and Wales: No. 1998251. Registered address: BNY Mellon Centre, 160 Queen Victoria Street, London EC4V 4LA. Authorised and regulated by the Financial Conduct Authority. This investment should not be
regarded as short-term and should normally be held for at least five years.To help continually improve our service and in the interest of security, we may monitor and/or record your telephone calls with us. BNYMIM
EMEA is the global (ex US) distributor of the capabilities of its investment managers including those of Newton Investment Management Limited. This document is issued in the UK by BNYMIM EMEA, BNY Mellon
Centre, 160 Queen Victoria Street, London EC4V 4LA. Registered in England No. 1118580. Authorised and regulated by the Financial Conduct Authority. BNYMIM EMEA, Newton Investment Management Limited and
any other BNY Mellon entity mentioned are all ultimately owned by The Bank of New York Mellon Corporation. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may also be used as
a generic term to reference the corporation as a whole or its various subsidiaries. Issued as at XX/XX/2014. CPXXXXX-XX-XX-2015(3M)
Newton Global Higher Income Fund
In an uncertain environment,the Global Higher Income Fund has
a tried and tested approach to generating sustainable returns.
Drawing fully on Newton’s expertise,it targets only the most
attractively valued companies.The result is one of the sector’s
highest income distributions,yet one of its lowest standard
deviations over five years1. Marketplaces change suddenly.
But Newton’s global thematic approach looks beyond the
fortunes of any one economy – allowing the Global Higher
Income Fund to produce steady income in all market conditions.
STEADY INCOME IN AN
UNPREDICTABLE WORLD
bnymellonim.co.uk
+44 (0)20 7163 2367
Income Performance per Calendar Year
Income paid on an initial investment of £10,0002
Past performance is not a guide to future performance.
Newton Global Higher Income GBP Inc (Monetary)
Bank savings account > 10k (Monetary)3
FTSE World TR GBP (% Growth)
Record Low Interest
Environment