Quick Stats

Bid Price - Offer Price -
Mid Price GBX 137.87 Day Change GBX +0.33 (0.24%)
Price Date 17 Nov 2017 Crown Rating 3
Shares Class Inc. Yield 3.45 %
Total Expense Ratio 0.00 Fund Size 67,337,854.00
Launch Date 19/03/2008 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.62 Sector IMA UK Equity Income
Min Investment (£) 10,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B8L58J49 Min TopUp (£) 0.00

Fund Objective

To achieve income together with capital growth predominantly through investment in a portfolio of funds for which Newton Investment Management Limited is the investment adviser.

Fund Managers

Tim Wilson
Tim is head of strategy and asset allocation. He is responsible for generating Newton’s economic and strategic view across global sectors, markets and asset classes. As a former stock analyst and fund manager he is ideally qualified to formulate Newton’s thematic ideas given his unique blend of macro and stock specific experience. As part of his role, Tim communicates the house strategy internally to help ensure a high degree of consistency across Newton’s investment process. Tim also runs Newton’s Strategic Asset Allocation “fund of funds” service. Tim has a wealth of experience in the investment management sector through high level positions at Provident Mutual, National Mutual Life of Australasia and Bank of Scotland.