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This Fund Manager Rating is based on the Citywire Absolute Return ratings methodology

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Iain Stewart

Iain Stewart

About 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.

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Citywire Rating: + rated

2013

  • SRated Plus in Sep 2013
  • ORated Plus in Oct 2013
  • NRated Plus in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated Plus in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SRated Plus in Sep 2014
  • ORated Plus in Oct 2014

Performance

over : 30/09/2013 - 30/09/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 2.7% 1.4% 1.1% 0.2%
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 3.9% 3.9%

Related News

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.

Asset Allocation 360°: an insight from Chatfeild-Roberts, Ruffer, Lyon & Stewart

Find out what Jupiter's John Chatfeild-Roberts, Ruffer, Newton's Iain Stewart and Sebastian Lyon are doing to protect their funds against the European storm.

Newton Real Return

A return to the gold rush for miners

Gold mining shares, traditionally held as a geared play on the precious metal, have been serial underperformers over the past 18 months, but there are tentative signs that the tide is starting to turn.

Newton AUM slides but profit soars almost 50%

Newton Investment Management has reported a boost in profits for 2012 despite assets under management taking a hit.

Newton’s Stewart on the challenges of the absolute return sector

Iain Stewart, manager of the Newton Real Return fund, discusses the difficulty of running an absolute return fund over the past year and explains how he hopes to turn performance around.

Newton Real Return on why gilts are a bigger risk than equities

Suzanne Hutchins, who co-manager on the Citywire Selection fund with Iain Stewart, explains why she believes holding gilts represent a bigger risk than equities.

Are funds dangerously flirting with Aussie bond bubble?

Consensus is frequently a dangerous thing in the world of investment and few recent areas have united investors as much as the implied benefits of holding plenty of Australian sovereign debt.

Iain Stewart: gold is still a sensible hedge

Despite the yellow metal's 20% fall from its September peak, the Newton Real Return manager continues to backs bullion as a hedge against inflation and toppy markets.

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.