Newton Real Return a consistent performer

It has been managed by veteran fund manager Iain Stewart since its restructure in 2004. Prior to this it was called Newton Intrepid and benchmarked against the FTSE World Index. Mr Stewart, who first joined Newton in 1985, specialises in managing multi-asset and global equity mandates. The fund is a multi-asset fund that relies on traditional asset allocation - including equities, government bonds, cash, real estate, commodities and currencies - rather than complex derivative strategies.

Newton's global thematic framework, which attempts to identify themes that will drive investment markets, underpins Mr Stewart's investment process. Over the long term, the majority of returns will come from the global stocks within the portfolio. Mr Stewart's belief is that owning the equity of large global companies that experience stable end demand should provide a relative safe haven against the volatile backdrop.

The fund, which is highly rated by a number of fund rating agencies, including Morningstar and S&P, has been a strong performer and is favoured for its consistent record over both bull and bear markets. It also boasts an attractive yield of 3.47 per cent.

Source: Investors Chroncile Funds Data, Newton, *Morningstar

Performance figures as at 18 August 2011

Top 10 holdings (as at 30 June 2011)

Sector Breakdown