Newton balanced managed fund fact sheet
Before investing make sure you have understood the risks relevant to the fund by reviewing our Risk Warnings section.
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Further information on the risks are contained in the fund's Key Investor Information Document, which we make available to you before you make a decision to invest, alternatively it is available on request. View all performance data for this fund. In common with most balanced funds, this fund aims to achieve both capital growth and income from a portfolio of UK and international securities. This is a stockpicking fund and plays to the strengths of Newtons approach to global theme investing and relative value.
Geographically, the fund has around half its assets in the UK. Stewart joined Newton in and is a senior member of their strategy team with particular responsibility for co-ordinating the development of the global investment themes.
He is also a member of the Newton Executive Committee. He specialises in managing multi-asset and global equity mandates for pension fund clients, and currently manages a range of Newton's pooled balanced funds as well as their active real return strategy.
Stewart graduated from Aberdeen University and has a PhD from UEA as a result of research with the Ministry of Agriculture, Fisheries and Food, where he worked from Iain Stewart has 7. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors.
It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level.
The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest, upon request and on a fee basis. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change. Issued by Tilney Investment Management Services Limited, Reg.
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SCOTTISH EQUITABLE NEWTON BALANCED MANAGED PF | Fund Research | Bestinvest
SCOTTISH EQUITABLE NEWTON BALANCED MANAGED PF. Standard Initial Charge — Initial charge via Bestinvest 0.
Charges Standard initial charge — Initial charge via Bestinvest 0. Risks Before investing make sure you have understood the risks relevant to the fund by reviewing our Risk Warnings section. Bestinvest view No information available. Investment process In common with most balanced funds, this fund aims to achieve both capital growth and income from a portfolio of UK and international securities.
Live feed Bid price inc Top 10 holdings As at: Portfolio details There are around stocks within the portfolio. Constraints No information available.
Scot Eq Newton Balanced Managed Pn Fund Overview | Aegon/Scottish Equitable plc | Pension Funds Funds Factsheets | FE Trustnet
Iain Stewart Stewart joined Newton in and is a senior member of their strategy team with particular responsibility for co-ordinating the development of the global investment themes.
Track record Iain Stewart has 7. Sector record since February 8 yrs. About the MRI Our unique indicator: Invest in an existing account This fund is not available to invest.
Open a new account This fund is not available to invest. Website conditions Cookie policy Key facts and terms of business Risk warnings Our registered details. Performance figures are based on the average of monthly percentage returns relative to the benchmark index.