Newton Real Return

Short-form Report, 04 Jun 2013

Fund Info Meeting Notes Research Peers

Overview

  • Strategy Multi Asset
  • Geography Global
  • Advisor Newton, a BNY Mellon Company
  • Manager(s) Iain Stewart
  • Currency GBP
  • AUM £4.7b
  • AUM as of 29 July 2022
  • Inception 01 September 1993
  • Indices
Short-Form Report

Investment 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%

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 0.4 0.6 0.5 0.2 0.8 0.9 0.8 0.2 0.5 0.4 0.3 0.6 0.3
2020 0.1 0.1 0.2 0.5 0.2 0.9 0.9 0.2 0.7 1.0 1.0 0.5 0.8
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