Newton Growth and Income For Charit

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 131.07 Day Change GBX -0.71 (-0.54%)
Price Date 26 Oct 2016 Crown Rating
Shares Class Inc. Yield 2.82 %
Total Expense Ratio 0.65 Fund Size 591,397,435.00
Launch Date 09/05/2014 Standard Initial Charge (%) 7.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.60 Sector IMA UK Equity Income
Min Investment (£) 5,000.00 Total Expense Ratio (%) 0.65
ISIN GB00BH3H2990 Min TopUp (£) 0.00

Fund Objective

To maximise total returns for charities through capital growth and income. The fund invests primarily in a global portfolio of global equities and fixed interest securities. The minimum target yield (income) is 3% per annum.

Fund Managers

Christopher Metcalfe
Christopher Metcalfe is Investment Leader, UK Equities as well as managing multi asset portfolios. He runs portfolios including the Newton UK Income Fund, Newton Growth and Income Fund for Charities, Newton UK Opportunities Fund and Newton Multi Asset Growth Fund. Christopher has been running UK Equity portfolios for thirty one years. He ran large pension fund portfolios at Henderson and Schroder for twenty years before joining Newton in 2006. He ran the best performing UK Equity Unit Trust in the IA UK All Companies sector in both 2007 and 2008 and was Investment Week Fund Manager of the Year in the Flexible sector 2015. He holds an MBA from the Manchester Business School. Christopher has been with Newton for 10 years.