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Newton Multi-Asset Diversified Return GBP Acc

Ranked 7 out of 58 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

The objective of the Sub-Fund is to achieve long-term capital growth in excess of cash (cash being LIBOR) +3% returns from a balanced portfolio diversified across a range of assets. The Sub-Fund may invest in equities, fixed interest securities, collective investment schemes, warrants, derivative instruments, deposits and money market instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 8.8% 4.5% 2.8% 0.3% 1.0%
2016 10.7% 0.0% 2.9% 7.3% 0.3%
2015 0.1% 4.4% -1.6% -4.5% 2.0%
2014 5.8% 1.2% 2.6% 1.0% 0.9%
2013 5.4% 6.5% -3.8% 1.1% 1.8%
2012 7.8% 3.4% -0.3% 4.5% 0.0%
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. Austria
  2. Germany
  3. Spain
  4. United Kingdom

Fund Info

  • Launch date27/11/2006
  • Share Class size154Mn
  • Base currencyGBX
  • ISIN GB00B1GJ9N38

Purchase Info

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

Charges

  • Initial investment0

Related News

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Newton fund manager Christopher Metcalfe is set to retire at the end of the year.

Loser tech stocks and how to spot them

The technology market is a crowded one with the number of high profile successes dwarfed by the failures.

AA-rated Flood on gov't bonds: 'the maths doesn't add up'

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A-rated Flood swaps traditional alternatives for real assets

Paul Flood has started to lose faith in the financial engineering underpinning many alternative strategies and is opting to increase investment in real assets

Ex-Newton investment chief Phil Collins joins Sarasin & Partners

Newton's former CIO Phil Collins is joining Sarasin & Partners  after 18 months out of the industry to run multi-asset funds for the firm.

Newton to keep £3.6bn charity arm post SLW deal

Newton is to keep the lion's share of its multi-billion pound charity business following the acquisition of its private client arm by Standard Life Wealth.

Newton's Helena Morrissey: the importance of beta

The Newton CEO underlines how important the management of beta has become in investment returns.

Three banks behind Newton's private client performance

Newton's Phil Collins has missed the rally in UK-focused banks but he intends to stick to his long-term strategy and back lenders with strong emerging markets exposure 

Is it the right time to buy index-linked bonds?

Fixed income investors are switching from gilts to index-linked gilts, as concerns grow over the effects of quantitative easing and decreasing public finances.

Newton's Collins sees stake in Close AllBlue begin to pay off

Close AllBlue launched with some fanfare in May 2006, with the promise that the fund of hedge fund would bring the much-praised BlueCrest hedge fund to the retail market.

...more...

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