Our philosophy and process

  • A constantly evolving and forward-looking approach seeks to anticipate change and identify opportunities. Security selection is driven by the use of investment themes, rather than by comparative index composition.
  • ESG considerations are integrated throughout the research process and via proprietary quality reviews, to ensure that any material issues are captured.

Every time we consider a security or look at an industry or country, it’s in the context of what’s happening across the world. We believe the investment landscape is shaped over the long term by some key trends, and we use a range of global investment themes to capture these.

Investment team

Our Global Bond strategy is managed by a focused, experienced fixed-income team. Our global sector analysts and investment managers are located on a single floor in London, which helps to ensure that the investment process is flexible and opportunistic. Guided by our global investment themes, the team works together to identify opportunities and risks through research and debate.

20
years' average investment experience
13
years' average time at Newton

Strategy profile

Objective

To maximise the total return in global fixed-interest markets through investment predominantly in government bonds and other public securities.

Comparative index

JP Morgan Global Govt Bond Index

Performance aim

To outperform the comparative index by over 2% per annum

Strategy size

£1.2bn (as at 30 September 2019)

Strategy inception

Composite inception: 1 January 1996
UK Inst Global Bond strategy factsheet

Strategy factsheet

Performance and commentary for the last quarter.


Key Investor Information Document

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.

Key investment risks

 

  • There is no guarantee that the strategy will achieve its objective.
  • This strategy invests in international markets which means it is exposed to changes in currency rates which could affect the value of the strategy.
  • The strategy will use derivatives to generate returns as well as to reduce costs and/or the overall risk of the strategy. Using derivatives can involve a higher level of risk. A small movement in the price of an underlying investment may result in a disproportionately large movement in the price of the derivative investment.
  • Investments in bonds are affected by interest rates and inflation trends which may affect the value of the strategy.
  • The strategy may invest in emerging markets. These markets have additional risks due to less developed market practices.