Quick Stats

Bid Price - Offer Price -
Mid Price GBX 411.20 Day Change GBX -1.40 (-0.34%)
Price Date 19 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 0.52 %
Total Expense Ratio 1.55 Fund Size 161,200,000.00
Launch Date 03/11/1998 Standard Initial Charge (%) 6.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 1.55
ISIN GB0002904703 Min TopUp (£) 50,000.00

Fund Objective

The objective of the fund is to provide long term capital growth through investment principally in UK and international equities. The fund may also invest in warrants, deposits, approved money market instruments, collective investment schemes, derivative instruments and forward transactions.

Fund Managers

Catriona Blackwell
Catriona joined Newton as a graduate trainee in 2006 after graduating from the University of Bristol with a BA Honours in History. Since then she has completed the Investment Management Certificate qualification and is Level 2 candidate in the Chartered Financial Analyst program. Since joining Newton Catriona has worked as part of the team looking after offshore and international clients and manages a variety of individual, company and trust portfolios.
Alexandra Dick
John Ewen