Quick Stats

Bid Price - Offer Price -
Mid Price GBX 149.52 Day Change GBX -0.48 (-0.32%)
Price Date 19 Oct 2017 Crown Rating 5
Shares Class Inc. Yield 3.08 %
Total Expense Ratio 0.00 Fund Size 943,971,623.00
Launch Date 01/05/1985 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 10,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B8GHL294 Min TopUp (£) 0.00

Fund Objective

To achieve capital growth and income from a portfolio of predominantly UK securities.

Fund Managers

Simon Nichols
Simon is the lead portfolio manager on a number of UK Equity and global multi-asset portfolios at Newton. Simon joined Newton in 2001 and was responsible for research into a number of global industrial sectors before moving to portfolio management. Simon’s experience includes managing both UK equity products and global multi-asset portfolios. Simon Is a Chartered Accountant (ACA) and prior to joining Newton he worked at leading accountancy firms. He also holds the CFA designation (Chartered Financial Analyst) and is a member of the Chartered Institute for Securities and Investment (MCSI).