Newton Multi-Asset Balanced Inst W Inc

Fund

Fund Info

  • Yield History2.21%
  • 3 Year sharpe0.89
  • 3 Year alpha-1.48
  • Distribution Typeincome
  • BenchmarkMixed Investment 40%-85% shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.67%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupBNY Mellon
  • DomicileUnited Kingdom
  • ISINGB00B7LB0P54

Investment Strategy

The objective of the Sub-Fund is to achieve a balance between capital growth and income predominantly from a portfolio of UK and international securities. The policy of the Sub-Fund is to gain exposure to a range of asset classes including, without limitation, equities, fixed income, property, commodities, cash, near cash and deposits.