Newton Managed Targeted Ret Inst W Acc
Fund
Fund Info
- Yield History1.12%
- 3 Year sharpe0.80
- 3 Year alpha-
- Distribution Typeaccumulation
- BenchmarkUK RPI
- Legal StructureOpen Ended Investment Company
- Fund Size (month end)Open Ended Investment Company
- OCF0.80%
- 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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