|Bid Price||-||Offer Price||-|
|Mid Price||GBX 120.85||Day Change||GBX -0.22 (-0.18%)|
|Price Date||24 Jul 2017||Crown Rating|
|Shares Class||Inc.||Yield||2.35 %|
|Total Expense Ratio||0.00||Fund Size||104,087,023.00|
|Launch Date||11/04/2003||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00B7SZW092||Min TopUp (£)||250.00|
To achieve long-term capital growth in excess of cash (1 Month GBP LIBOR) +3% p.a. over 5 years before fees, from a balanced portfolio diversified across a range of assets. A positive return is not guaranteed and a capital loss may occur.
Paul is a portfolio manager and strategist at Newton. He is lead manager of the Multi-Asset Diversified Return Fund and Multi-Asset Income Fund, and provides leadership and analysis on asset allocation, derivatives and convertible bonds for the wider house. Paul also provides leadership on investments in alternative assets. He is a member of the asset class strategy group. Paul Joined Newton in 2006, prior to which he worked at Mellon Investment Funds Europe as a unit trust dealer. He is a CFA charterholder and has completed the certificate in quantitative finance (CQF).