Investment team
Our Multi-Asset Diversified Return strategy is managed by an experienced team. . Our investment team of research analysts and portfolio managers works together across regions and sectors, helping to ensure that our investment process is highly flexible. Guided by our global investment themes, we seek to identify opportunities and risks through research and debate.
- 30
- years’ average investment experience
- 21
- years’ average time at Newton
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Paul Flood
Head of mixed assets investment
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Bhavin Shah
Portfolio manager, multi-asset team
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Oliver Larminie
Portfolio manager, charities and specialist institutions
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Hilary Meades
Head of charities investment
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Simon Nichols
Portfolio manager, global opportunities team
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Tim Wilson
Portfolio manager, multi-asset team
Strategy profile
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Objective
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The strategy seeks to achieve long-term capital growth over a period of at least 5 years from a portfolio diversified across a range of assets. The strategy is managed to seek a return in excess of cash (SONIA (30-day compounded)) + 3% per annum over five years before fees. In doing so, it 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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Performance benchmark
- SONIA (30-day compounded) +3%
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Typical number of holdings
- Minimum 120
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Volatility
- Expected to be between that of bonds and equities over the long term
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Literature
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Application form
Key Investor Information Document (KIID)
Prospectus -
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* Please note that on 1 October 2021, the performance benchmark for this strategy changed from 1-month GBP LIBOR +3% to SONIA (30-day compounded) +3%.
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.
Newton will make investment decisions that are not based solely on ESG considerations. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that ESG considerations are assessed may vary depending on the asset class and strategy involved. The research team performs ESG quality reviews on equity securities prior to their addition to Newton’s research recommended list (RRL). ESG quality reviews are not performed for all fixed income securities. The portfolio managers may purchase equity securities that are not included on the RRL and which do not have ESG quality reviews. Not all securities held by Newton’s strategies have an ESG quality review completed prior to investment, although since 2020 it has been a requirement for all (single name) equity securities to have an ESG quality review before they are purchased for the first time.