Newton Phoenix Multi-Asset Fund

Overview

Fund Strategy Multi Asset
Fund Geography Global
Investment Advisor Newton, a BNY Mellon Company
Portfolio Manager Paul Flood
Fund Currency GBP
Fund AUM £178.4m
Fund AUM as of 31 August 2018
Fund Inception 11 April 2003
Fund Indices AH Multi Asset UCITS Index
Sub Index - Multi Asset Macro

Fund Objective

The fund targets a total return compromised of long-term capital growth and income by investing in a broad multi-asset portfolio. The fund has a performance aim of cash (1 month GBP LIBOR) + 2% p.a. over 5 years before fees.

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