Newton Managed

Newton Managed is worth a look for investors seeking more than plain domestic exposure.

Muna Abu-Habsa 16 October, 2008 | 3:25PM
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This fund (which despite its name has traditionally kept nearly all of its assets in equities) boasts a seasoned skipper combined with a consistent and well-executed investment strategy. Nick Clay took the helm in September 2004, but had already been part of Newton’s multi-asset desk for four years. Clay works closely with a 22-strong global analyst team in adopting the firm’s thematic approach to investing, which dates back well before thematic investing became fashionable.

The analysts assess securities in a global context. They look at the world primarily by industry and then by region to identify macroeconomic themes they believe will become influential in the world. Their task is to then hunt for opportunities that are well placed to benefit from those themes. The themes are m

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
BNY Mellon Mlt-Asst Growth GBP Inc1,150.71 GBP0.47Rating

About Author

Muna Abu-Habsa  is a senior investment research analyst at Morningstar

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