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Newton Multi-Asset Diversified Return Inst W Acc

Ranked 12 out of 57 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Paul Flood

Paul Flood, CFA is a fund manager and strategist at Newton Asset Management where he is chairman of the derivatives process group and provides leadership and analysis on asset allocation, derivatives and convertible bonds for the wider house. He is the chairman of the derivatives process group and a member of the asset class strategy group. Paul joined the firm in 2006 and prior to this, he worked at Mellon Investment Funds Europe as a unit trust dealer.

Objective

To achieve long-term capital growth from a balanced portfolio diversified across a range of assets. The Fund is managed to seek a return in excess of cash 1 month GBP LIBOR +3% p.a. over 5 years before fees. In doing so, it aims to achieve a positive return on a rolling 3 year basis. However, a positive return is not guaranteed and a capital loss may occur. The Fund will: invest anywhere in the world; follow a broad multi-asset portfolio approach; invest in company shares (i.e. equities) and similar investments; investin derivatives to help achieve the Fund's investment objective.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -3.5% -2.0% 2.1% 1.2% -4.6%
2017 9.7% 4.7% 3.0% 0.5% 1.2%
2016 11.6% 0.2% 3.1% 7.5% 0.5%
2015 0.9% 4.6% -1.4% -4.2% 2.2%
2014 6.7% 1.4% 2.8% 1.3% 1.1%
2013 6.2% 6.7% -3.6% 1.3% 2.0%
2012 8.0% 3.4% -0.3% 4.6% 0.2%
2011 -1.7% 0.7% 1.2% -5.4% 2.0%
2010 11.8% 4.6% -2.4% 5.4% 3.8%
2009 18.7% -0.3% 4.5% 10.4% 3.2%
2008 -21.1% -4.0% 0.0% -7.1% -11.6%
2007 4.3% 1.9% 1.7% 0.6% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/09/2012
  • Base currencyGBP
  • ISIN GB00B81C8395

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

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

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