Dynamic Total Return

This strategy is offered by Newton Investment Management North America LLC (‘NIMNA’) in the United States. NIMNA is part of the Newton Investment Management Group.

The strategy seeks to strike an attractive balance between portfolio risk and return over the long-term, targeting equity-like returns at a lower level of volatility over a full market cycle. Dynamic Total Return allocates across liquid global asset classes using a disciplined, systematic investment process based on bottom-up, fundamental valuations and top-down macroeconomic insights. The portfolio positions may be directional (embedding an underlying market beta) or diversifying market-neutral exposures.

Dynamic Total Return can serve a number of roles in a portfolio. With advanced de-risking methods designed to mitigate downside risk, it is suitable for those seeking to earn equity-like returns while reducing overall equity beta and mitigating extreme market drawdowns. Dynamic Total Return can also function as a core multi-asset exposure that seeks higher risk-adjusted total returns (i.e. Sharpe Ratio) than an all-equity strategy.

Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.