|Bid Price||-||Offer Price||-|
|Mid Price||GBX 225.81||Day Change||GBX +0.55 (0.24%)|
|Price Date||20 Oct 2017||Crown Rating|
|Shares Class||Inc.||Yield||3.01 %|
|Total Expense Ratio||0.00||Fund Size||943,971,623.00|
|Launch Date||01/05/1985||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.60||Sector||IMA UK Equity Income|
|Min Investment (£)||5,000,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00B7GSH168||Min TopUp (£)||1,000.00|
To achieve capital growth and income from a portfolio of predominantly UK securities.
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).