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Newton Multi-Asset Balanced GBP Inc

Ranked 247 out of 254 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.9%
2017 4.4% 2.7% 1.1% -0.4% 1.0%
2016 12.5% 1.8% 6.1% 4.4% -0.2%
2015 2.1% 5.6% -4.3% -4.1% 5.4%
2014 5.3% 0.3% 1.1% 0.8% 3.1%
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 13.3% 2.9% 0.3% 2.8% 6.8%
1994 -14.9% -10.6% -4.8% -1.8% 1.8%
1993 22.1% 3.9% 1.9% 6.6% 8.1%
1992 25.3% 1.2% -0.5% 8.1% 15.2%
1991 11.1% 3.4% 0.8% 4.7% 1.8%
1990 0.9% -0.9% 0.1% 0.0% 1.7%
1989 16.5% 1.4% 6.4% 0.5% 7.4%
1988 6.8% 2.5% 1.3% 1.6% 1.1%
1987 4.6% 3.4% -0.2% -0.8% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date04/11/1986
  • Share Class size2,244Mn
  • Base currencyGBX
  • ISIN GB0006778574

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment25,000

Charges

  • Initial investment0

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