|Bid Price||-||Offer Price||-|
|Mid Price||GBX 137.36||Day Change||GBX -0.04 (-0.03%)|
|Price Date||22 Sep 2017||Crown Rating|
|Shares Class||Inc.||Yield||2.24 %|
|Total Expense Ratio||0.00||Fund Size||48,149,048.00|
|Launch Date||07/02/2014||Standard Initial Charge (%)||7.00|
|Annual Management Charge (%)||0.60||Sector||IMA UK Equity Income|
|Min Investment (£)||5,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BH3H2552||Min TopUp (£)||2,500.00|
The Fund aims to maximise returns through capital growth and income.
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).