Management
| ISIN | IE00BHPRMN17 |
|---|---|
| Share Class | Accumulation |
| Ongoing Charge | 2.05% |
| Annual Management Charge | 1.85% |
| Manager Company | BNY Mellon |
|---|---|
| Fund Type | Open Ended Investment Company |
| Benchmark | Sector Equity Technology |
| Domicile | IRL |
| For Sale in | Austria, Belgium, Switzerland, Germany, Denmark, Spain, Finland, France, United Kingdom, Ireland, Italy, Luxembourg, Netherlands, Norway, Portugal, Sweden |
| Name | Brock Campbell |
|---|---|
| Since | 07 May 2024 |
| Bio | Brock is head of global research at Newton. He provides leadership and managerial oversight of the research team and research process, and works to develop the strategic direction of the research platform. Brock is also a portfolio manager for the Global Infrastructure Dividend Focus Equity and Global Natural Resources strategies, as well as a senior research analyst responsible for covering infrastructure-related equities, including electric, industrial and communications infrastructure companies, with a focus on the energy transition theme. Brock joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Brock was the head of equity research, a senior research analyst, research associate and portfolio assistant at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Brock began his investment career in 2005. He has spent his entire career with BNY Mellon. Brock has a BA in Political Science and Economics from Wheaton College. He received his CFA designation in 2011 and is a member of the CFA Institute. |
OBJECTIVE To achieve long-term capital growth by primarily investing in digital assets companies (see also "Blockchain Innovation Companies" defined below). POLICY The Fund will: – invest primarily (meaning at least 80% of the its Net Asset Value (NAV) in shares and similar investments to gain exposure to Blockchain Innovation Companies located worldwide. Blockchain Innovation Companies (or digital assets companies) are companies which are likely to benefit from the emerging or ongoing revenue and/or cost savings opportunities offered by blockchain technology (synonymously known as distributed ledger technology) or companies which enable blockchain technology; – follow a thematic approach and invest in blockchain technologies which have the potential to drive social and environmental outcomes including efficiency of digital services worldwide and reductions in CO2 emissions. All companies in which investments are made follow good governance practices as set out in the UN Global Compact principles which includes principles relating to human rights, labour, environment and anti-corruption; – select investments, using fundamental analysis including evaluation of balance sheet strength, that meet the Investment Manager's environmental, social and governance ("ESG") and sustainability criteria; – promote environmental and social characteristics pursuant to Article 8 of the Sustainable Finance Disclosure Regulation ("SFDR"); and – invest at least 10% of its Net Asset Value (NAV) in companies that meet the definition of sustainable investments under SFDR and exclude companies that participate in specific areas of activity that the Investment Manager deems to be harmful from an environmental or social perspective. All companies in which investments are made follow good governance practices. The Fund may: – invest significantly in small and mid-sized capitalisation companies; – invest more than 40% of its Net Asset Value (NAV) in emerging market countries; – get indirect exposure to commodities by investing in financial indices; – invest up to 10% of its Net Asset Value (NAV) in other collective investment schemes including exchange traded funds; and – invest in derivatives (financial instruments whose value is derived from other assets) to help achieve the Fund's investment objective. The Fund will also use derivatives with the aim of risk or cost reduction or to generate additional capital or income. Benchmark: The Fund will measure its performance againstthe MSCI All Country World Net Return 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 notrestrictthe extent to which the Investment Manager may deviate from the Benchmark. OTHER INFORMATION Treatment of income: net income generated will be retained within the Fund and reflected in the value of your shares. Dealing: you can buy and sell your shares in the Fund between 9:00 and 17:00 (Irish Time) on each day which is a business day in Ireland and the U.S. Instructions received before 12:00 will receive the price quoted on that day. The minimum initial investment for this share class is USD 5,000.