Our philosophy and process

  • A constantly evolving and forward-looking approach seeks to anticipate change and identify opportunities. The strategy is conservatively managed and comprises mainly government-issued and/or guaranteed debt.
  • 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 Long Gilt 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
12
years' average time at Newton

Strategy profile

Objective

To maximise returns primarily through investment in securities issued or guaranteed by the UK government, but with scope to invest a small proportion in the governments of foreign countries or corporate bodies

Comparative index

FTSE Government Over 15 Years

Performance aim

To marginally outperform the comparative index over rolling five-year periods

Strategy size

Below £200m (as at 30 June 2019)

Strategy inception

Composite inception: 1 January 1996
UK Inst Long gilt 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.