||25/02/15 to 25/02/16
||25/02/16 to 25/02/17
||25/02/17 to 25/02/18
||25/02/18 to 25/02/19
||25/02/19 to 25/02/20
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
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Our view on this fund
The fund is managed by Suzanne Hutchins and Aron Pataki. They've got the support of veteran investor Iain Stewart and Newton's wider team of research analysts.
The fund has done a good job of sheltering investors' money from short term stock market volatility while growing it in the long term....
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.