Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Citywire Ratings are rewarded for risk adjusted outperformance and meeting specific criteria. More information on how Ratings are calculated

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.

Are you Iain Stewart?
Funds Managed
  1. Newton Real Return

Citywire Rating: Not Eligible

Iain Stewart does not currently have the required track record to be eligible for a Citywire Rating. See methodology

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

2015

  • 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

2016

  • 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
  • JRated Plus in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017

Performance

Mixed Assets - Absolute Return GBP
over : 31/05/2017 - 31/05/2018

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7%
2017 2.1% 1.9% 1.1% -1.0% 0.2%
2016 3.9% 3.9% 4.1% 1.3% -5.2%
2015 1.2% 4.3% -2.9% -1.4% 1.3%
2014 3.4% 1.4% 1.1% 0.2% 0.7%
2013 1.8% 1.0%

Related News

Centrica shares crash after loss of 823,000 customers

Shares in British Gas owner endure their worst day ever after profit warning following the loss of 823,000 customers in just four months.

Newton restructures investment team as Metcalfe retires

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

Citywire Selection: our 19 star fund picks

The Citywire Selection team outline their latest 'Star Pick' funds, covering all the major investment areas.

Oil and Draghi dent FTSE as Cobham tumbles

Opec inaction hits oil stocks, disappointing ECB forecasts dent FTSE 100 and Cobham dives on rights issue.

Newton names Harries' replacement on Global Real Return fund

Investment firm announces portfolio management appointment following departure of global equity income veteran at end of 2015.

FTSE rallies 1.7% on oil and gold after Swiss shock

(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.

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.

...more...
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.