Quick Stats

Bid Price - Offer Price -
Mid Price GBX 113.13 Day Change GBX +0.23 (0.20%)
Price Date 30 Aug 2013 Crown Rating 1
Shares Class Inc. Yield 0.92 %
Total Expense Ratio 0.00 Fund Size 9,790,000.00
Launch Date 03/01/2006 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00B46HXZ86 Min TopUp (£) 0.00

Fund Objective

To maximise long-term capital growth from a portfolio predominantly invested in securities of UK Smaller companies. It may also invest in cash & money market instruments. The Investment Adviser for this fund is Newton Investment Management Limited.

Fund Managers

Paul Stephany
Paul joined Newton Investment Management as Investment manager (UK equities) during 2005. Prior to this, he was working as a Corporate Tax Consultant at Price Waterhouse Coopers from 2002 to 2005. He is the Member of the Institute of Chartered Accountants in England and Wales, BA, CFA Charterholder. His responsibilities: Investment manager for Europe & UK equities. He is also a Member of the UK equity meeting.