Strategy profile
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Objective
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The Fund aims to generate capital growth and income growth over a period of 5-7 years by investing at least 70% of the Fund’s assets in a global portfolio of equities (company shares) and fixed-income securities (bonds).
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Performance benchmark
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A composite index comprising 50% FTSE All-Share Index, 25% FTSE World ex UK Index, 20% FTSE Actuaries UK Conventional Gilts All Stocks Index and 5% SONIA (7-day compounded),* is used as a comparator benchmark (the ‘Benchmark’). The Fund will use the Benchmark as an appropriate comparator because it includes a broad representation of the asset classes, sectors and geographical areas in which the Fund predominantly invests. The Fund is actively managed, which means the Investment Manager has absolute discretion to invest outside the Benchmark subject to the investment objective and policies disclosed in the Prospectus. While the Fund’s holdings may include constituents of the Benchmark, the selection of investments and their weightings in the portfolio are not influenced by the Benchmark. The investment strategy does not restrict the extent to which the Investment Manager may deviate from the Benchmark.
* Please note that on 1 October 2021, part of the benchmark changed from 5% LIBID GBP 7-Day to 5% SONIA (7-day compounded). -
Literature
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Fund factsheet
Information on performance and positioning.
Brochure
More detail on the strategy’s investment approach.
Investment team
The strategy is managed by an experienced team with a wide range of backgrounds. In-house research analysts are at the core of our investment process, and our multidimensional research capabilities help to promote better-informed investment decisions.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Newton is not a tax expert and independent tax advice should be sought.
Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.
