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Iain Stewart

Iain Stewart

Showing manager performance in United Kingdom View performance globally

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


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


  • 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
  • NRated Plus in Nov 2014
  • DRated Plus in Dec 2014


  • JRated Plus in Jan 2015
  • FRated Plus in Feb 2015
  • MRated Plus in Mar 2015
  • ARated Plus in Apr 2015
  • MRated Plus in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015


  • JRated Plus in Jan 2016
  • FRated Plus in Feb 2016
  • MRated Plus in Mar 2016
  • ARated Plus in Apr 2016
  • MRated Plus in May 2016


over : 30/04/2015 - 30/04/2016

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 4.0%
2015 1.5% 4.4% -2.9% -1.2% 1.3%
2014 3.8% 1.6% 1.1% 0.4% 0.7%
2013 6.1% 6.1% -3.0% 2.1% 1.0%
2012 4.2% 0.8% 0.8% 4.9% -2.3%
2011 -4.3% 2.9%

Related News

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(Update) Energy stocks lift FTSE 100 after oil breaches $50 mark, erasing losses from shock Swiss currency move.

What next for the Swiss franc after euro shock?

The appreciation of the Swiss franc is no surprise following the shock removal of its euro cap, but Switzerland faces challenges to ensure the rise does not get out of control.

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.

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