Quick Stats

Bid Price - Offer Price -
Mid Price GBX 109.32 Day Change GBX -0.01 (-0.01%)
Price Date 25 Oct 2016 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.22 Fund Size 4,006,000.00
Launch Date 22/02/2016 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.60 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.22
ISIN GB00BD8R5H52 Min TopUp (£) 1,000.00

Fund Objective

The objective of the Sub-fund is to seek, through a combination of capital growth and income, returns above the IA Mixed Investment 20-60% Shares Sector (although the investment constraints of this sector do not apply to this sub-fund).

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.