This strategy is offered by Newton Investment Management Ltd (‘NIM’). This strategy may be managed by an affiliate of NIM and may apply a research process that differs from that applied by NIM.
Strategy overview
The strategy seeks to achieve an absolute return (cash plus 6%) with a target volatility of 10% through a multi-strategy approach to global macro, cross-asset trend and cash equity long/short. It is a liquid alternative strategy with a flexible and opportunistic risk budget that targets a low-to-zero correlation with global equities over time, with the potential for a positive return during equity-market corrections. However, a positive return is not guaranteed and a capital loss may occur.
Dynamic Factor Premia can serve as diversifier by aiming to generate an alternative, uncorrelated source of return for investors who need diversification from traditional betas. It may also serve as a core alternative allocation given its diversified, multi-strategy approach.
Investment team
Our investment team of research analysts and portfolio managers work together across regions and sectors, helping to ensure that our investment process is highly flexible.
A team of 13 investment professionals.
Past performance is not a guide to future performance. 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.