Investment team
Our Multi-Asset Income 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.
- 24
- years’ average investment experience
- 15
- years’ average time at Newton
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Paul Flood
Head of mixed assets investment
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Alison El-Araby
Portfolio manager, multi-asset team
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Hilary Meades
Head of charities investment
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Simon Nichols
Portfolio manager, Global Opportunities team
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Bhavin Shah
Portfolio manager, multi-asset team
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Janice Kim
Portfolio manager, multi-asset team
Strategy profile
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Objective
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The strategy seeks to achieve income with the potential for capital growth over the long term (5 years or more).
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Volatility
- Expected to be between that of bonds and equities over the long term
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Literature
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Application form
Key Investor Information Document (KIID)
Prospectus
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.