|Bid Price||-||Offer Price||-|
|Mid Price||GBX 411.20||Day Change||GBX -1.40 (-0.34%)|
|Price Date||19 Oct 2017||Crown Rating|
|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|
|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|
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.
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.