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Newton Sustainable Real ReturnInst W Acc

Ranked 2 out of 57 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund is to achieve a real rate of return in Sterling terms that is equivalent to the return from cash (1 month GBP LIBOR) + 4% per annum over 5 years before fees. In doing so, it aims to achieve a positive return on a rolling 3 year basis. However, there is a risk to capital and there is no guarantee that a positive return will be achieved over this or any other time period. The Fund will make investments predominantly in a portfolio of UK and international securities, which may include equities, equity-related securities, fixed income securities and other securities to the extent that each is permitted by the FCA.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.4%
2018 3.1% -1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/04/2018
  • Share Class size134Mn
  • Base currencyGBP
  • ISIN GB00BD6DRD55

Purchase Info

  • Min. initial investment10Mn

Charges

  • Annual management0.75%
  • 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).