Newton Real Return

Short-form Report, 04 Jun 2013

Fund Info Meeting Notes Research

Overview

  • Strategy Multi Asset
  • Geography Global
  • Advisor Newton, a BNY Mellon Company
  • Manager(s) Iain Stewart
  • Currency GBP
  • AUM £5.5b
  • AUM as of 31 December 2020
  • 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
2020 1.0 1.0 0.1 0.8 0.4 0.3 0.5 0.9 0.7 0.0 0.5 0.3 0.1
2019 0.6 0.9 0.5 0.6 0.0 0.2 0.9 0.5 0.5 0.9 0.2 0.6 0.8
Register for free to access the full profile

or Register for Free

  • Access the full universe of UCITS Hedge Funds and Absolute Return Funds.
  • Build and curate a watchlist.
  • View the latest research.
Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.