Newton Real Return


Fund Strategy Multi Asset
Fund Geography Global
Investment Advisor Newton, a BNY Mellon Company
Portfolio Manager Iain Stewart
Fund Currency GBP
Fund AUM £6.7b
Fund AUM as of 31 August 2019
Fund Inception 01 September 1993
Fund Indices AH Multi Asset UCITS Index
Sub Index - Multi Asset Macro

Fund Objective

The objective of the fund is to achieve significant real rates of return in sterling terms predominantly from a portfolio of UK and international securities. The fund may also invest in deposits, money market instruments, derivative instruments, forward transactions and collective investment schemes.

Reference Index

LIBOR 1 Month plus 4%


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