Quick Stats

Bid Price - Offer Price -
Mid Price GBX 127.89 Day Change GBX -1.09 (-0.85%)
Price Date 24 Jul 2017 Crown Rating 3
Shares Class Inc. Yield 2.22 %
Total Expense Ratio 0.00 Fund Size 47,103,286.00
Launch Date 07/02/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00BH3H2669 Min TopUp (£) 0.00

Fund Objective

The Fund aims to maximise returns through capital growth and income.

Fund Managers

Simon Nichols
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).