Newton Managed Targeted Ret Inst W Acc

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Fund Info

  • Yield History1.37%
  • 3 Year sharpe0.20
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkUK RPI
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.79%
  • IA SectorTargeted Absolute Return
  • Manager GroupBNY Mellon
  • DomicileUnited Kingdom
  • ISINGB00BGJZ1S25

Investment Strategy

The objective of the Sub-Fund is to achieve a positive return in sterling terms by investing across a range of asset classes. The Sub-Fund is managed to seek a minimum return of Retail Prices Index (RPI) +4% per annum over five years before fees. In doing so, the Sub-Fund aims to achieve a positive return on a rolling three year basis (meaning a period of three years, no matter which day you start on). However, a positive return is not guaranteed and a capital loss may occur.

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