Bhavin Shah has managed this fund for 7 years and 3 months.

Bhavin joined Newton in June 2011 as a portfolio manager in the mixed assets and charities team. Prior to joining Newton, he worked at SG Hambros for seven years where he was responsible for managing client portfolios focused on absolute return and multi-asset strategies. Bhavin is co-lead manager on numerous multi-asset accounts at Newton. In addition to portfolio management responsibilities, Bhavin is a member of the multi-asset Investment Risk Oversight Group. Bhavin holds an MSc in Mathematics with distinction and is a CFA charterholder. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Manager Cumulative Performance v Peer Group

All funds managed by Bhavin

Paul Flood has managed this fund for 2 years and 9 months.

Paul is Head of Mixed Assets Investment at Newton. He is also lead manager of Newton Multi-Asset Diversified Return strategy, the Newton Multi-Asset Income strategy and the Newton Multi-Asset Growth strategy. He also provides leadership and analysis on asset allocation, derivatives and convertible bonds for the wider firm, having spent the earlier part of his career working on strategic asset allocation and derivative strategy. Paul is responsible for generating ideas within alternative assets and has been leading in this area since 2008. He is a member of the macro allocation group and provides feedback to the wider house on strategic and tactical asset allocation. Paul joined Newton in 2004. He is a CFA charterholder and has completed the certificate in quantitative finance (CQF) after passing with distinction. Paul studied Astrophysics at the University of St Andrews and is a keen cyclist and runner, and often participates in marathons. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Manager Cumulative Performance v Peer Group

All funds managed by Paul

Simon Nichols has managed this fund for 12 years and 2 months.

Simon is a portfolio manager on the mixed assets and charities team responsible for managing both global equity and multi-asset portfolios. Simon joined Newton in 2001 and was responsible for research into a number of global industrial sectors before moving to portfolio management. Simon’s experience includes managing global, multi-asset, charity and UK equity portfolios. Simon is a chartered accountant (ACA) and prior to joining Newton he worked in both audit and insolvency practices at leading accountancy firms. He is a CFA charterholder, a member of the Chartered Institute for Securities and Investment (MCSI), and also holds a BA (Hons) degree in Industrial Economics from the University of Nottingham. Outside of work, Simon is a keen runner. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Manager Cumulative Performance v Peer Group

All funds managed by Simon