Australia Strategies Active equity strategies Dynamic Equity

How can you achieve returns in excess of equities?

Equities tend to be at the core of investors’ risk budgets, but some active returns can be unreliable. Some superannuation investors have responded by allocating to low-cost indexing exposure. But can you improve your core equity allocation?

Think twice before giving up excess returns

How can a different approach to equity investment seek out opportunities in a radically different market regime?

Learn about Dynamic Equity
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A dynamic approach

Newton’s Dynamic Equity strategy seeks to outperform an equity benchmark over a full market cycle through a differentiated, systematic, and highly liquid active approach driven by model recommendations. Its 33-year track record demonstrates its durability and capacity to navigate a range of market environments.


  • Flexible, time-tested approach that seeks to outperform equities in different market environments.

  • Targets enhanced upside and seeks to protect capital in down markets.

  • Low correlation to traditional active strategies and factors/styles.

  • Seeks consistency of excess returns with a higher hit rate than traditional active strategies.

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Solution

Dynamic US Equity

Explore Newton's Dynamic US Equity Strategy.

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.