Factsheet: Newton Real Return Inst W Acc

Name
Newton Real Return Inst W Acc
Manager
BNY Mellon Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00B8GG4B61
Sector
Targeted Absolute Return
Launched
05/09/2012
OCF
0.79 %
3 Year Sharpe
0.11
Yield
2.3 %
Benchmark
1 Month GBP LIBOR + 4%
The Fund aims to achieve significant real rates of return in sterling terms predominantly from a portfolio of UK and international securities. Derivatives may be used for investment purposes as well as for efficient portfolio management.
Holding %
S&P 500 Index.Mar 2018 Future 9.78 %
Euro - Bund.Mar 2018 Future 3.96 %
S&P 500 Emini Index.Mar 2018 Future 2.97 %
US Treasury Note 1.5% 2.87 %
US Treasury Note 2.125% 2.72 %
Novartis AG 2.21 %
Cisco Systems Inc 2.17 %
iShares Physical Gold ETC 1.84 %
Australia(Cmnwlth) 3% 1.82 %
Royal Dutch Shell PLC B 1.77 %
Region %
United States 26.35 %
Eurozone 22.93 %
United Kingdom 20.66 %
Europe - ex Euro 10.70 %
Asia - Developed 8.49 %
Sector %
Technology 21.33 %
Consumer Cyclical 11.33 %
Healthcare 10.55 %
Consumer Defensive 10.20 %
Financial Services 9.64 %
Basic materials 7.76 %
Utilities 7.52 %
Industrials 7.19 %
Real Estate 5.84 %
Energy 5.17 %
Name
BNY Mellon Fund Managers Limited
Address
London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Suzanne Hutchins
Joined 12/14/2015

Suzanne Hutchins rejoined Newton in 2010 as global investment manager and member of the Real Return team. Suzanne has lead management responsibility for the Global Real Return USD strategy. She moved to Capital International in 2005 as investment specialist for global equity, income and absolute-return-based strategies. She had additional client facing responsibility for ESG (Environmental, Social and Governance) issues. Suzanne initially joined Newton in 1991 as a research analyst after completing a BA (Hons) at University College London. During her first 14 years with Newton, she worked closely with Stewart Newton before becoming lead manager on the UK and Intrepid team. She managed multi-asset and global equity mandates, as well as RPI+ based strategies, for institutional and retail clients.

Suzanne Hutchins
Joined 12/14/2015

Suzanne Hutchins rejoined Newton in 2010 as global investment manager and member of the Real Return team. Suzanne has lead management responsibility for the Global Real Return USD strategy. She moved to Capital International in 2005 as investment specialist for global equity, income and absolute-return-based strategies. She had additional client facing responsibility for ESG (Environmental, Social and Governance) issues. Suzanne initially joined Newton in 1991 as a research analyst after completing a BA (Hons) at University College London. During her first 14 years with Newton, she worked closely with Stewart Newton before becoming lead manager on the UK and Intrepid team. She managed multi-asset and global equity mandates, as well as RPI+ based strategies, for institutional and retail clients.

Data provided by Morningstar.

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