Quick Stats

Bid Price - Offer Price -
Mid Price GBX 142.44 Day Change GBX +0.32 (0.23%)
Price Date 17 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 2.00 %
Total Expense Ratio 0.00 Fund Size 2,444,261,082.00
Launch Date 04/11/1986 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B8K9JZ06 Min TopUp (£) 250.00

Fund Objective

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

Fund Managers

Iain Stewart
Iain is Investment Leader in the Real Return team. He joined Newton in 1985, and specialises in the management of relative and absolute return multi-asset mandates. Iain is a member of a number of committees at Newton including the Global Strategy Group. He is an associate member of the UK Society of Investment Professionals (UKSIP), and holds a research Ph.D from the Ministry of Agriculture, Fisheries and Food.
Matthew Brown
Matthew is a global multi-asset manager. He is a member of the multi-asset model group and has specific responsibility for managing a number of global equity and multi-asset portfolios. Since joining Newton in 2000 he has acquired varied experience working on a range of mandates, and has been a member of the Real Return team since the strategy was launched in 2004. He was awarded the CFA1 qualification in 2005. Matt holds a BA from Bristol University.