Our philosophy and process

  • The strategy benefits from continuous and detailed collaboration between credit and equity analysts. ESG considerations are integrated throughout the research process and via proprietary quality reviews, to ensure that any material issues are captured.
  • The strategy’s investment universe consists largely of investment-grade UK-based corporate bonds. A constantly evolving and forward-looking approach seeks to anticipate change and identify opportunities.

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 Long Corporate 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 returns through investment in predominantly sterling-denominated investment-grade fixed-interest securities, excluding gilts

Comparative index

Merrill Lynch (Over 10-year) Investment Grade Index

Performance aim

To outperform the comparative index by up to 1% per annum

Strategy size

Below £200m (as at 30 September 2019)

Strategy inception

Composite inception: 1 April 2000
UK Inst Long corporate bond strategy factsheet

Strategy factsheet

Performance and commentary for the last quarter.


Fund performance


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.
  • A fall in the UK market may have a significant impact on the value of the strategy because it primarily invests in this market.
  • The strategy may 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 investments that are not traded regularly and are therefore subject to greater fluctuations in price.