Newton Multi-Asset Diversified Retu

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 122.40 Day Change GBX +0.26 (0.21%)
Price Date 19 May 2017 Crown Rating 2
Shares Class Inc. Yield 2.88 %
Total Expense Ratio 0.00 Fund Size 98,931,376.00
Launch Date 11/04/2003 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.45 Sector IMA UK Equity Income
Min Investment (£) 50,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BRTL3K35 Min TopUp (£) 1,000.00

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