Our Multi-Asset Diversified Return strategy is managed by an experienced team. In-house research analysts are at the core of our investment process, and our multidimensional research platform spans fundamental, thematic, ESG, quantitative, geopolitical, investigative and private-market research to promote better-informed investment decisions.
- years’ average investment experience
- years’ average time at Newton
Head of Mixed Assets Investment
Portfolio manager, Mixed Assets Investment team
Portfolio manager, Charities Investment team
Associate Portfolio manager, Mixed Assets team
Head of Charities Investment
Portfolio manager, Global Opportunities team
The strategy seeks to achieve long-term capital growth over a period of at least 5 years from a portfolio diversified across a range of assets. The strategy is managed to seek a return in excess of cash (SONIA (30-day compounded)) + 3% per annum over five years before fees. In doing so, it aims to achieve a positive return on a rolling three-year basis (meaning a period of three years, no matter which day you start on). However, a positive return is not guaranteed and a capital loss may occur.
- SONIA (30-day compounded) +3%*
Typical number of holdings
- Minimum 120
- Expected to be between that of bonds and equities over the long term
Key Investor Information Document (KIID)
* Please note that on 1 October 2021, the performance benchmark for this strategy changed from 1-month GBP LIBOR +3% to SONIA (30-day compounded) +3%.
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.
Newton will make investment decisions that are not based solely on ESG considerations. It is one of many inputs into the fundamental analysis. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that material ESG considerations are assessed may vary depending on the asset class and strategy involved. As of September 2022, the research team performs ESG analysis on equity securities prior to their addition to Newton’s Research Recommended List (RRL). ESG reviews are not performed for all fixed income securities. The portfolio managers may purchase equity securities that are not included on the RRL and which do not have ESG reviews. Not all securities held by Newton’s strategies have an ESG review completed prior to investment.