Newton Global Dynamic Bond Income Inst W Inc

Ranked 22 out of 59 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

Managed by

Parmeshwar Chadha

Parmeshwar Chadha is a fixed income fund manager and also a high yield credit analyst for the global research group at BNY Mellon. He is a chartered financial analyst (CFA) and holds a degree in economics and politics from the London School of Economics. Prior to joining BNY Mellon, he worked at Citigroup and worked in the global portfolio management group concentrating on highly leveraged transactions within the EMEA region.

Howard Cunningham

Howard Cunningham joined Newton Investment Management in 2000 where he is currently a fixed income fund manager in the credit team, and a credit analyst for the global research team. Prior to this he was a senior credit analyst with particular responsibility for investment-grade bonds, and took on fund management responsibilities in 2002. Howard began his career at the NatWest Group, working in a variety of corporate relationship and credit roles. He is an Associate of the Chartered Institute of Bankers, and a member of the UK Society for Investment Professionals.

Objective

The objective of the Sub-Fund is to provide income from a global portfolio of fixed interest securities. The investment policy of the Sub-Fund is to gain exposure, through a flexible allocation, to a broad range of primarily fixed interest securities. The Sub-Fund also has the flexibility to invest in currencies, cash, near cash and deposits, warrants, property, commodities and approved money market instruments. Exposure to these asset classes is expected to be achieved through investment in a combination of transferable securities, collective investment schemes (including but not limited to another Sub-Fund or Sub-Funds of the Company) and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Strategic Bond over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.8%
2018 -1.6% -1.2% -0.3% 0.3% -0.5%
2017 2.8% 1.3% 1.1% 0.3% 0.2%
2016 2.6% -1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/05/2016
  • Base currencyGBP
  • ISIN GB00BYQ9L276

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.63%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).