Newton Multi-Asset Divers Ret Inst W Inc


Fund Info

  • Yield History2.41%
  • 3 Year sharpe1.33
  • 3 Year alpha4.72
  • Distribution Typeincome
  • BenchmarkGBP LIBOR 1M + 3%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.71%
  • SectorTargeted Absolute Return
  • Manager GroupBNY Mellon
  • DomicileUnited Kingdom
  • ISINGB00B8HJ5779

Investment Strategy

The objective of the Sub-Fund is to achieve long-term capital growth from a balanced portfolio diversified across a range of assets. The Sub-Fund is managed to seek a return in excess of cash (1 Month GBP LIBOR) +3% p.a. over 5 years before fees. In doing so, it aims to achieve a positive return on a rolling 3 year basis. However, a positive return is not guaranteed and a capital loss may occur. The policy of the Sub-Fund is to gain exposure to a range of asset classes including, without limitation, equities, fixed income, property, commodities, currencies, cash, near cash and deposits.