Strategies and services
At Newton, we are committed to achieving strong investment returns on behalf of our clients. By employing a robust investment approach which has allowed us to maintain perspective, we have delivered for our clients across a broad range of investment strategies and in different market conditions over three decades.
We remain faithful to our long-standing strategies. We are mindful too of the opportunities that exist in specialist areas of investment and, in recent years, we have augmented a number of specialist strategies.
Our raison d'etre is to serve our clients well and to focus on investment returns rather than following fashion. Portfolios are tailored to meet clients' specific objectives and requirements, and our areas of expertise include:
Multi-asset management
| Mandate | Strategy name | Benchmark |
| Balanced | UK institutional balanced | Specialist peer group benchmark |
| Multi-asset | Specialist multi-asset | Composite returns (£) vs. weighted average (fund weight) of funds specialist benchmarks (£) |
Portfolios with real/targeted return objectives
| Mandate | Strategy name | Benchmark |
| Real return | Multi-asset targeted return | Cash (1month LIBOR) +4% |
| Diversified | Diversified assets | Cash (1month LIBOR) +2% |
Specialist UK, regional and global equity mandates (both 'benchmark-aware' and unconstrained)
| Mandate | Strategy name | Benchmark |
| EAFE equity | Global ex US equity (EAFE) Plus | MSCI EAFE ($) |
| Global equity | Global equity ex UK | Custom benchmark |
| Global equity | Global equity | FTSE World / MSCI World |
| Global equity | Global equity UK enhanced (50/50) (formerly 60/40) | Custom benchmark |
| Global equity | Global higher income | FTSE World / MSCI World |
| Global equity | Global opportunities | FTSE All World (£) / MSCI World |
| Global equity | Market weight global ex UK | FTSE/MSCI World ex UK |
| European equity | Continental European equity income | FTSE Eurofirst / MSCI Europe |
| European equity | Continental European equity | FTSE World Europe ex UK |
| European equity | Eurozone | FTSE / MSCI Eurozone |
| European equity | Pan European equity | FTSE / MSCI Europe |
| Far East equity | Asia ex-Japan equity income | FTSE Asia Pacific ex Japan |
| Far East equity | Asia ex-Japan equity | FTSE AW Asia Pacific ex Japan/ MSCI AC Asia Pacific Ex Japan |
| Far East equity | Japan equity | FTSE / MSCI Japan |
| UK equity | UK equity core | FTSE All share |
| UK equity | UK equity higher income | FTSE All share |
| UK equity | UK equity plus | FTSE All share |
| UK equity | UK equity small cap | FTSE Small Cap Ex IT |
| UK equity | UK growth | FTSE All share |
| UK equity | UK opportunities | None |
| US equity | American equity | FTSE / MSCI |
Specialist UK and global bond mandates
| Mandate | Strategy name | Benchmark |
| Corporate bonds | Credit all | 75% ML Sterling Non-Gilt & 25% ML Euro Curr. High Yield (£) |
| Corporate bonds | European high yield bond | Merrill Lynch European currency high yield |
| Global bonds | Global bond | JP Morgan global government bond (unhedged) |
| Global bonds | Global dynamic bond | 25% ML global broad, 25% ML global high yield, 25% JPM emerging markets bond, 25% JPM global government bond |
| UK bonds | Long corporate bond | Merrill Lynch (over 10 year) investment grade |
| UK bonds | UK fixed income | FT-A govt all stocks |
| UK bonds | UK indexed linked gilt | FTSE actuaries government sec index linked (over 5 years) |
| UK bonds | UK long gilt | FTSE actuaries government sec (over 15 years) |
Discretionary asset management for private clients and charities
Newton provides discretionary investment management, with a strong focus on striving to meet our clients' needs. Each of our clients has direct access to a chosen investment manager and this is a key feature of our approach to investment management. The portfolio manager heads the client's investment team, which includes an alternate manager and administrator, and is responsible for agreeing and implementing the appropriate investment strategy.
The success of the service we offer is largely dependent on a close working relationship between client and investment management team and we encourage frequent contact and regular meetings to review both strategy and performance. These meetings are an important part of the investment process as they enable us to make sure we are managing clients' investments in accordance with their evolving needs and wishes.
Each client has a different investment requirement; consequently we manage a wide range of mandates with different risk profiles, return objectives and income yields. Every portfolio, whether invested directly or through pooled funds, is constructed to strive to meet clients' specific needs.
Please note that the above strategies and services and their associated pooled funds may not be available to all investor types in all geographies. Past performance is not a guide to future results and the value of your investment may go down as well as up.
Please click here should you wish to see product information for a specific investor type and geography.
