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Newton Real Return GBP Inc

Ranked 23 out of 46 in - Absolute Return 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.

Objective

The objective of the Sub-Fund is to achieve significant real rates of return in sterling terms predominantly from a portfolio of UK and international securities. The Sub-Fund may also invest in deposits, money market instruments, derivative instruments, forward transactions and collective investment schemes.

Performance

Absolute Return over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 2.4% 1.4% 1.1% -0.1%
2013 5.7% 5.9% -3.0% 1.8% 1.0%
2012 3.7% 0.7% 0.8% 4.7% -2.3%
2011 0.0% 1.2% 0.6% -4.5% 2.9%
2010 10.2% 2.1% -1.7% 5.3% 4.2%
2009 11.0% -2.7% -0.6% 10.4% 3.9%
2008 4.8% -1.8% 0.8% -3.7% 10.0%
2007 15.2% 3.5% 3.2% 3.5% 4.3%
2006 8.3% 6.5% -3.4% 0.7% 4.5%
2005 16.7% 2.7% 4.1% 7.4% 1.7%
2004 14.4% 1.3% 0.4% 3.6% 8.5%
2003 28.4% -4.0% 14.3% 8.1% 8.3%
2002 -29.0% 2.4% -11.8% -22.3% 1.3%
2001 -17.0% -7.7% 2.4% -21.3% 11.5%
2000 -11.3% 4.3% -2.9% -7.5% -5.4%
1999 45.9% 8.5% 9.2% -2.0% 25.6%
1998 5.0% 7.8% 2.5% -16.9% 14.3%
1997 22.2% 7.1% 9.3% 5.4% -0.9%
1996 7.1% 5.3% 2.8% -1.6% 0.4%
1995 4.5% -0.3% 4.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/09/1993
  • Share Class size226Mn
  • Base currencyGBP
  • ISIN GB0006780323

Purchase Info

  • Min. initial investment20,000
  • Min. additional investment50

Charges

  • Annual management1.0%
  • Initial investment0

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Newton’s Stewart gets co-manager on £3bn fund; Russon exits

Newton Investment Management's appoints Matt Brown as a co-manager alongside Iain Stewart on its Balanced fund, while Ben Russon, manager of its £350 million UK Opportunities fund, exits.

Fund of the Week: Newton Real Return

Steady and consistent returns have been difficult to come by in the volatile markets we have been facing. But one fund that has delivered is the Newton Real Return fund run by Iain Stewart.

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