This strategy is offered by Newton Investment Management North America LLC (‘NIMNA’) in the United States. NIMNA is part of the Newton Investment Management Group.

Strategy Overview

Investment Team

Strategy Profile

Objective

The Risk Parity strategy seeks maximum total return at a specific targeted level of risk. The strategy aims to deliver a consistent amount of risk through time and adjusts exposures as market risk varies and as the relationship among strategy constituents changes in response to changing economic conditions.

Strategy inception

March 1, 2012

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.