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SLIM NEWTON PHOENIX MULTI ASSET ONE S4 PF - Fund overview

No Bestinvest rating


Overview of SLIM NEWTON PHOENIX MULTI ASSET ONE S4 PF

A useful 'one-stop shop' for more cautious investors, providing exposure to a balanced portfolio diversified across the main asset classes with the intention of providing capital growth at lower levels of volatility. Asset classes invested in include hedge funds and property, as well the fixed income and equities. For classification purposes the fund falls into the IMA Cautious Managed Sector.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  August, 2006
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 110.80p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.85%
Total expense ratio 1.99%
Reduction in yield (10yr) 1.99%

Bestinvest says


No information available.

Portfolio

slim newton phoenix multi asset one s4 pf asset allocation illustration
Allocation Proportion
Equity 35%
High yield bonds 5%
Quality bonds 23%
Property 5%
Commodities 3%
Hedge 18%
Fund cash 11%
slim newton phoenix multi asset one s4 pf equity geographic illustration
Allocation Proportion
UK 42%
Europe 23%
Nth America 19%
Japan 2%
Pacific 6%
Other Equity 8%
slim newton phoenix multi asset one s4 pf equity capitalisation illustration
Allocation Proportion
Large Caps 60%
Mid Caps 19%
Small Caps 21%

Investment process


This is an actively managed fund that aims to generate a return of 2% above cash over rolling three year periods. The Fund seeks to capture positive returns from a structure that utilises conventional as well as less traditional asset classes. The fund is also true to the Newton house philosophy in that it seeks to identify global themes to exploit through the direct equity selection process.
A sophisticated model sets the framework for asset allocation and will be tilted according to the house/theme view. Added value comes from the managers judgement of investments at the bottom up level.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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