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Newton launches ethical real return fund

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Newton launches ethical real return fund

Newton Investment Management has widened its stable of sustainable investment funds with the launch of a real return fund.

Phil Shucksmith and Matthew Brown will run the Newton Sustainable Real Return fund, pursuing a global absolute return strategy.

'Chief commercial officer at Newton Julian Lyne said: 'Responsible investment has been core to our approach at Newton for the last 40 years, grounded in our belief that responsibly managed companies are best placed to achieve a sustainable competitive advantage and strong long-term investment opportunities. 

‘This launch is part of the strategy to build out our sustainable offering, responding to the increased interest in responsible investing we are seeing globally.’

All of the fund’s holdings are subject to an environmental, social and corporate governance (ESG) quality review.

The fund aims for a minimum gross annual return of cash +4% over rolling five year periods and a 'positive' return on a rolling three-year basis.

The annual management charge on the fund's W share class is 0.75%. 

This is the second ESG strategy the firm has launched this year. In January it unveiled the Newton Sustainable Global Equity fund managed by Terry Coles.

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