This strategy is offered by Newton Investment Management Ltd (‘NIM’). This strategy may be managed by an affiliate of NIM and may apply a research process that differs from that applied by NIM.
Strategy overview
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.
Investment team
Newton’s multi-asset solutions (MAS) team creates robust, risk-efficient outcomes through a fundamentally driven and systematically delivered investment process. The MAS team has over 40 years’ history of innovating portfolio solutions which aim to meet clients’ investment challenges and objectives.
A team of 13 investment professionals
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.