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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.

Dynamic Equity Seeks to Apply the Benefits of Market Structure and Diversification in Pursuit of Excess Returns

Strategy overview

The strategy seeks to opportunistically combine equity exposure with two key diversifying assets – US Treasury bonds and cash – along with a modest amount of leverage. It aims to create an efficient allocation, based on the long-term risk/return relationship between stocks, bonds and cash, that seeks to deliver more return per unit of risk than an equity-only portfolio.

Fundamental valuation, macro, volatility and tail-risk management are incorporated in the strategy, which historically has led to low downside participation and high upside participation.*

Distinguishing characteristics

· Emphasizes capital market principles and classical valuation methods
· Designed to protect downside and capture upside
· Available across multiple benchmarks
· Cost-effective, highly liquid, index-based implementation
· Competitive fee

Three Reasons to Invest in Dynamic Equity

Explore Newton’s Dynamic Equity Strategy

Dynamic Equity targets 200-400 basis points of excess return while maintaining a benchmark risk profile.

* 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.