Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Newton Multi-Asset Balanced GBP Inc

Ranked 76 out of 218 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Matthew Brown

Matthew Brown is a global multi-asset manager at Newton Investment Management. He is a member of the multi-asset model group and has specific responsibility for managing a number of global equity and multi-asset portfolios. Matthew joined the firm in 2004 and gained the CFA qualification in 2005.

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.

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 : 31/10/2015 - 31/10/2016

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 1.8% 6.1% 4.4%
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 6.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2016

Top 10 Holdings

Stock Size
Unknown Name 9.37
Money Market Fund 8.99
United Kingdom 0.000% 23-Jan-2017 5.25
Australia, Commonwealth of (Government) 3.750% 21-Apr-2037 3.97
Wolters Kluwer NV ORD 3.86
US Treasury 4.375% 15-Nov-2039 3.06
Royal Dutch Shell Plc B ORD 2.49
Centrica PLC ORD 2.41
US Treasury 0.000% 13-Oct-2016 2.31
GlaxoSmithKline PLC ORD 2.29
30/09/2016

Registered For Sale In

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

Fund Info

  • Launch date04/11/1986
  • Share Class size2,664Mn
  • Base currencyGBP
  • ISIN GB0006778574

Purchase Info

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

Charges

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 the currency and currencies indicated).