Clerical Medical Newton Balanced Pension FundRegister to Unlock Ratings |
Performance History | 28/02/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 16.8 | -4.8 | 8.8 | 10.3 | 2.6 |
![]() | +/-Sector | 6.1 | 5.0 | 0.5 | 2.4 | 0.1 |
Sector: Mixed Investment 40%-85% Shares (Pen) |
Key Stats | ||
NAV 25/03/2025 | GBX 4967.79 | |
Day Change | 0.67% | |
ABI Sector | Mixed Investment 40%-85% Shares (Pen) | |
ISIN | GB0031815821 | |
Fund Size (Mil) 28/02/2025 | GBP 3479.27 | |
Share Class Size (Mil) 25/03/2025 | GBP 628.89 | |
Stakeholder | Yes | |
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This rating and report were issued for the underlying fund and not the insurance product. Fees of insurance products may be higher, which can negatively impact returns. Insurance products may also hold cash outside the underlying fund, which can strongly affect performance. |
Investment Objective: Clerical Medical Newton Balanced Pension Fund |
The Sub-Fund aims to achieve a balance between income and capital growth over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 75% of the portfolio in UK and international securities across a range of global asset classes including, without limitation, equities (company shares), fixed income securities (bonds), infrastructure, renewable energy, property, commodities and near cash. The Sub-Fund does not have any restrictions on the portion of the portfolio allocated to any of these asset classes. Exposure to these asset classes will be achieved through investment in transferable securities, money market instruments, warrants, derivatives (including but not limited to currency-related derivatives), convertible bonds, contingent convertible bonds and collective investment schemes (including but not limited to another Sub-Fund or Sub-Funds of the Company or other BNY Mellon funds). |
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Management | ||
Manager Name Start Date | ||
Simon Nichols 13/02/2013 | ||
Paul Flood 01/07/2022 | ||
Click here to see others | ||
Inception Date 01/07/2002 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Invest 40 - 85% Shares | Morningstar UK Mod Adv Tgt Alloc NR GBP |
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Portfolio Profile for Clerical Medical Newton Balanced Pension Fund | 28/02/2025 |
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