Newton Multi-Asset Diversified Retu

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 118.92 Day Change GBX -0.07 (-0.06%)
Price Date 24 Oct 2016 Crown Rating 5
Shares Class Inc. Yield 3.43 %
Total Expense Ratio 0.00 Fund Size 85,482,690.00
Launch Date 11/04/2003 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00B996Y871 Min TopUp (£) 0.00

Fund Objective

To achieve long-term capital growth in excess of cash (1 Month GBP LIBOR) +3% p.a. over 5 years before fees, from a balanced portfolio diversified across a range of assets. A positive return is not guaranteed and a capital loss may occur.

Fund Managers

Paul Flood
Paul is a fund manager and strategist at Newton. He is lead manager of the Multi-Asset Diversified Return Fund, and provides leadership and analysis on asset allocation, derivatives and convertible bonds for the wider house. He is the chairman of the derivatives process group, and a member of the asset class strategy group. Paul Joined Newton in 2006, prior to which he worked at Mellon Investment Funds Europe as a unit trust dealer. He is a CFA charterholder. 10 years at Newton and 10 years investment experience