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

Mandate	Strategy name	Comparative index
Multi-asset	UK institutional balanced	Specialist peer group
Multi-asset	Specialist multi-asset	Specialist / tailored

Real/targeted return

Mandate	Strategy name	Performance reference
Targeted return	Real return	Cash (1month LIBOR) +4%
Targeted return	Phoenix multi assets	Cash (1month LIBOR) +2%
Targeted return	Global dynamic bond	Cash (1month LIBOR) +2%

Equity

Mandate	Strategy name	Comparative index
EAFE equity	Global ex US equity (EAFE) Plus	MSCI EAFE ($)
Global equity	Global equity ex UK	Specialist / tailored
Global equity	Global equity	MSCI AC World index
Global equity	Global equity UK enhanced	Specialist / tailored
Global equity	Global higher income	FTSE World / MSCI World
Global equity	Global opportunities	FTSE All World / MSCI World
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
UK equity	UK equity	FTSE All share
UK equity	UK equity higher income	FTSE All share
UK equity	UK equity small cap	FTSE Small Cap Ex IT
UK equity	UK opportunities	FTSE All Share

Fixed income

Mandate	Strategy name	Comparative index
Corporate bonds	Credit	75% BofA ML Sterling Non-Gilt & 25% BofA ML Euro Curr. High Yield (£)
Corporate bonds	Global high yield	Bof A ML global high yield
Global bonds	Global bond	Bof A ML global high yield
UK bonds	Long corporate bond	BofA ML (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.