Our philosophy and process

  • We follow a single-portfolio, holistic approach to constructing multi-asset portfolios. A constantly evolving and forward-looking approach seeks to anticipate change, manage risk, and identify opportunities.
  • 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 UK Institutional Balanced strategy is managed by an experienced 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.

26
years' average investment experience
15
years' average time at Newton

Strategy profile

Objective

To maximise returns by investing predominantly in a worldwide portfolio of equities and fixed-interest securities

Comparative index

Composite index comprised of 37.5% FTSE All-Share, 37.5% FTSE World (ex-UK), 20% FTSE Government All Stocks and 5% 7-day LIBID cash

Performance aim

To outperform the comparative index by 1-2% per annum

Typical number of equity holdings

60 to 110

Strategy size

£0.6bn (as at 30 September 2019)

Strategy inception

22 September 1998 (BNY Mellon Global Balanced Fund).
Newton has managed UK Institutional Balanced strategies since its formation in 1978.
UK Inst Multi-Asset Global Balanced 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 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 holds bonds with a low credit rating that have a greater risk of default. These investments 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.