Investment team
Our Sustainable Real Return 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 platform spans fundamental, thematic, ESG, quantitative, geopolitical, investigative and private-market research to promote better-informed investment decisions.
- 19
- years’ average investment experience
- 13
- years’ average time at Newton
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Philip Shucksmith
Portfolio manager, Real Return team
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Matt Brown
Portfolio manager, Real Return team
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Andy Warwick
Co-lead, Real Return team
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Aron Pataki
Co-lead, Real Return team
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Lars Middleton
Portfolio manager, Real Return team
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Brendan Mulhern
Global strategist, Real Return team
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Catherine Doyle
Investment specialist
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Chris King
Investment team support
Strategy profile
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Objective
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The strategy aims to achieve a rate of return in sterling terms that is equal to or above the return from cash (SONIA (30-day compounded)) +4% 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, capital is in fact at risk and there is no guarantee that this will be achieved over that, or any, time period.
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Performance benchmark
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SONIA (30-day compounded) +4%*
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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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Key Investor Information Document (KIID)
Prospectus
* Please note that on 1 October 2021, the performance benchmark for this strategy changed from 1-month GBP LIBOR +4% to SONIA (30-day compounded) +4%.
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. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that ESG and sustainability considerations are assessed and the assessment of their suitability for Newton’s sustainable strategies may vary depending on the asset class and strategy involved. For Newton’s sustainable strategies, ESG reviews are performed prior to investment for corporate investments (single name equity and fixed income securities). The analysis will then also follow the Newton sustainable investment process to ensure it fits with the wider Newton sustainable investment philosophy.