Newton Multi-Asset Diversified Return Fund

This is a multi-asset fund which targets a return of libor (cash) plus 3% p.a. over 5 years before fees. It has an unconstrained approach, investing across a range of assets to smooth returns. These assets can include REITs, Infrastructure, UK and Overseas Equities, UK and Overseas Government Bonds, Corporate Bonds, Emerging Market and Alternatives.

The manager started by explaining that you can’t follow the traditional models of multi-asset investing by having a fixed amount in bonds and equities. This is because equities and bonds have moved to positive correlation. Effectively, in the past if equities dropped bond prices went up. Now when equities drop so do bonds. In terms of bonds, although the fund has exposure to this asset class, they also look for non-correlated assets….read more

Fund Facts Morningstar

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