Newton Real Return Fund Inc


Buy/Sell Price  (as of 19/10/2017) £1.0296   Day Change :  0.06%     Fund Code:  NWRRI 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Biography

Iain joined Newton in 1985 as a portfolio manager after completing his Doctorate with the Ministry of Agriculture, Fisheries and Food. Iain is a senior member of our Strategy Team with particular responsibility for co-ordinating the development of our global investment themes. He has worked for Newton for 20 years and during this time has specialised in managing multi-asset and global equity mandates for pension fund clients. Since 1992 he has been the manager of the Newton Exempt Fund.

Biography

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.
Investment HouseNewton
Fund ProviderBNY Mellon Fund Managers Limited
ManagerIain Stewart   Biography
ManagerSuzanne Hutchins   Biography

Fund Objective A total return comprised of long-term capital growth and income by investing in a broad multi-asset portfolio.

Key Statistics

Fund Status
Fund TypeOEIC
ISINGB00B7W36529
12-Month NAV High £1.05
12-Month NAV Low £0.98
Fund Comparative Index1 Month GBP LIBOR + 4%
Morningstar CategoryTMAlt - Multistrategy
Dividend FrequencyTwice Yearly
Historic Yield2.36%

Annual Charges

Morningstar ratings

OverallN/A
3 YearsN/A
5 YearsN/A
10 YearsN/A

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  19/10/2017

Past Performance (%) Help

as of 

This Fund

     
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Fund versus Morningstar Category

     
-2.064.19-5.514.62-9.67
Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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