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Newton Balanced

Ranked 238 out of 249 in - Aggressive over 12 months
All calculations are in GBP

Managed by

Iain Stewart

Iain Stewart joined Newton in 1985 as an investment manager after completing a doctorate with the Ministry of Agriculture, Fisheries and Food. He is currently a senior member of Newton’s strategy team and has responsibility for the development of global investment themes as well as running the firm’s Absolute Intrepid fund and the flagship Newton Balanced fund , which has a greater focus on downside protection.

Matthew Brown

Objective

To objective of the Sub-Fund is to achieve a balance between capital growth and income predominantly from a portfolio of UK and international securities. The Sub-Fund may also invest in derivative instruments, forward transactions and collective investment schemes.

Performance

Aggressive over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 1.2% 0.3% 1.1% -0.2%
2013 11.4% 10.2% -2.4% 1.8% 1.7%
2012 5.6% 2.6% -1.1% 5.7% -1.5%
2011 -5.0% -0.2% 0.9% -8.6% 3.2%
2010 10.2% 3.8% -6.8% 7.5% 6.0%
2009 14.9% -5.9% 2.7% 14.4% 4.0%
2008 -3.8% -5.9% 1.6% -6.7% 8.0%
2007 14.4% 3.0% 4.6% 2.6% 3.5%
2006 9.1% 6.1% -3.4% 2.5% 3.9%
2005 18.3% 2.6% 4.9% 7.4% 2.4%
2004 9.8% 1.0% -0.3% 2.3% 6.6%
2003 19.8% -3.6% 10.7% 4.7% 7.2%
2002 -19.6% 1.0% -9.3% -15.1% 3.4%
2001 -13.1% -6.1% 0.3% -16.0% 9.8%
2000 -1.2% 3.8% -0.7% -2.7% -1.5%
1999 37.1% 6.7% 5.5% -3.6% 26.3%
1998 15.8% 9.8% 4.2% -12.4% 15.6%
1997 3.3% 0.6% 1.0% 4.7% -2.8%
1996 -11.2% -1.8% -2.4% -1.0% -6.4%
1995 6.6% -0.2% 6.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2014

Top 10 Holdings

Stock Size
Forward General Security 15.40
Money Market Fund 6.26
GlaxoSmithKline PLC ORD 4.16
US Treasury 4.375% 15-Nov-2039 2.59
Royal Dutch Shell Plc B ORD 2.37
Norway 3.750% 25-May-2021 2.34
Vodafone Group PLC ORD 2.08
United Kingdom 1.250% 22-Jul-2018 2.08
ROCHE HOLDING G PAR 1.97
BP PLC ORD 1.92
28/02/2014

Registered For Sale In

  1. Austria
  2. Germany
  3. Spain
  4. United Kingdom

Fund Info

  • Launch date04/11/1986
  • Share Class size2,828Mn
  • Base currencyGBP
  • ISIN GB0006778574

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment250

Charges

  • Annual management1.5%
  • Initial investment0

Related News

Recession highlights fund managers with the right stuff

Despite the past year being a challenging one, Newton's Iain Stewart and Ecclesiastical's Robin Hepworth put in performances that enabled them to hold on to their coveted Citywire ratings

AAA-rated Stewart warns on potential Asia bubble

Newton Balanced manager Iain Stewart attributes the recent bounce in markets to bank recapitalisations rather than fundamentals and is also concerned the next bubble could be forming.

Hold or Fold? Balanced funds from BlackRock and Jupiter

These funds both raise a number of issues for our adviser panel including recent changes of investment strategy and differing performance within what has been a tough past 12 months.

Sector watch - Ruffer's Youngman and Newton's Stewart tip the balance

Citywire A-rated Timothy Youngman of Ruffer Investment Management and Newton's AA-rated Iain Stewart (pictured) have defied the bears in the Balanced Managed sector over the last 12 months.

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