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Newton Real Return GBP Inc

Ranked 35 out of 59 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Iain Stewart

Iain Stewart joined Newton in 1985 as an investment manager after completing a doctorate with the Ministry of Agriculture, Fisheries and Food. He is currently a senior member of Newton’s strategy team and has responsibility for the development of global investment themes as well as running the firm’s Absolute Intrepid fund and the flagship Newton Balanced fund , which has a greater focus on downside protection.

Objective

The objective of the Sub-Fund is to achieve significant real rates of return in Sterling terms predominantly from a portfolio of UK and international securities. The Sub-Fund is managed to seek a minimum return of cash (1 month GBP LIBOR) +4% per annum over 5 years before fees. In so doing we aim 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 Sub-Fund may also invest in deposits, approved money market instruments, derivative instruments, forward transactions and collective investment schemes.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Absolute Return GBP over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7% 2.2%
2017 2.1% 1.9% 1.1% -1.0% 0.2%
2016 3.9% 3.9% 4.1% 1.3% -5.2%
2015 1.2% 4.3% -2.9% -1.4% 1.3%
2014 3.4% 1.4% 1.1% 0.2% 0.7%
2013 5.7% 5.9% -3.0% 1.8% 1.0%
2012 3.7% 0.7% 0.8% 4.7% -2.3%
2011 0.0% 1.2% 0.6% -4.5% 2.9%
2010 10.2% 2.1% -1.7% 5.3% 4.2%
2009 11.0% -2.7% -0.6% 10.4% 3.9%
2008 4.8% -1.8% 0.8% -3.7% 10.0%
2007 15.2% 3.5% 3.2% 3.5% 4.3%
2006 8.3% 6.5% -3.4% 0.7% 4.5%
2005 16.7% 2.7% 4.1% 7.4% 1.7%
2004 14.4% 1.3% 0.4% 3.6% 8.5%
2003 28.4% -4.0% 14.3% 8.1% 8.3%
2002 -29.0% 2.4% -11.8% -22.3% 1.3%
2001 -17.0% -7.7% 2.4% -21.3% 11.5%
2000 -11.3% 4.3% -2.9% -7.5% -5.4%
1999 45.9% 8.5% 9.2% -2.0% 25.6%
1998 5.0% 7.8% 2.5% -16.9% 14.3%
1997 22.2% 7.1% 9.3% 5.4% -0.9%
1996 7.1% 5.3% 2.8% -1.6% 0.4%
1995 4.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Spain
  4. United Kingdom

Fund Info

  • Launch date01/09/1993
  • Share Class size226Mn
  • Base currencyGBX
  • ISIN GB0006780323

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment100,000

Charges

  • Annual management1.00%
  • Initial investment0.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).