By continuing to use this site you consent to the use of cookies on your device. Find out more about our cookie policy and the types of cookies we use by clicking here

Newton Real Return Fund A Sterling Income (GBP)

Performance History31/03/2017
Growth of 1,000 (GBP) Advanced Graph
Newton Real Return Fund A Sterling Income (GBP)
Fund4.92.70.53.41.8
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
21/04/2017
 GBP 1.18
Day Change -0.05%
Morningstar Category™ Alt - Multistrategy
IA (formerly IMA) Sector Targeted Absolute Return
ISIN GB0001642635
Fund Size (Mil)
31/03/2017
 GBP 9939.69
Share Class Size (Mil)
21/04/2017
 GBP 338.96
Max Initial Charge -
Ongoing Charge
03/02/2017
  1.61%
Morningstar Research
Analyst Report

Newton Real Return is a strong choice for investors seeking a target-return multiasset fund with an emphasis on capital protection.

Iain Stewart is among the most experienced multiasset target-return managers in the United Kingdom, and he has...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
PriceNeutral
Investment Objective: Newton Real Return Fund A Sterling Income (GBP)
The fund invests in a broad multi asset portfolio.
Returns
Trailing Returns21/04/2017
YTD2.20
3 Years Annualised2.82
5 Years Annualised3.37
10 Years Annualised4.75
12 Month Yield 2.57
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
Iain Stewart
30/04/2004
Suzanne Hutchins
14/12/2015
Inception Date
27/10/2000
Advertisement
Category Benchmark
Fund BenchmarkMorningstar Benchmark
1 Month GBP LIBOR + 4%-
Portfolio Profile for  Newton Real Return Fund A Sterling Income (GBP)31/03/2017
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock50.0727.1322.94
Bond32.230.0032.23
Property1.110.001.11
Cash94.7862.6732.11
Other12.511.1411.38
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
United States34.10
United Kingdom20.12
Eurozone18.57
Europe - ex Euro9.37
Canada5.08
Top 5 Sectors%
Consumer Defensive22.10
Healthcare16.34
Utilities14.54
Technology14.25
Consumer Cyclical12.87
Top 5 HoldingsSector%
US Treasury Note 1.75%4.58
US Treasury Bond 3%4.38
US Treasury Bond 3%3.27
US Treasury Note 2%2.88
Source Physical Gold P-ETC2.84
Newton Real Return Fund A Sterling Income (GBP)