Newton Overseas Equity Exempt 3 Acc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 190.05 Day Change GBX +0.27 (0.14%)
Price Date 14 Feb 2014 Crown Rating 1
Shares Class Inc. Yield 1.02 %
Total Expense Ratio 0.83 Fund Size 237,681,272.44
Launch Date 29/03/1996 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.83
ISIN GB00B0703F82 Min TopUp (£) 1,000.00

Fund Objective

Long-term capital growth by investing in shares (i.e. equities) and similar investments of companies listed or located throughout the world, excluding the UK.

Fund Managers

Jeff Munroe
Jeff Munroe joined Newton in 1992, and was appointed as Chief investment officer in 2001 as CIO, Jeff is responsible for the effective functioning of Newton's investment process.Jeff chairs the Investment Committee which acts as guardian of Newton's investment philosophy and culture.Jeff is also a member of various Newton strategy and management groups.As a portfolio manager, Jeff specialises in global equity and global multi-asset mandates including managing two local authority portfolios.Jeff's professional qualifications include being a Chartered Financial Analyst (CFA) and a member of the UK Society of Investment Professionals.He is a Director and member of the Newton Board as well as the Newton Executive.