Newton SRI for Charities X Acc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 119.02 Day Change GBX +0.81 (0.69%)
Price Date 8 Dec 2016 Crown Rating 4
Shares Class Inc. Yield 2.46 %
Total Expense Ratio 0.79 Fund Size 98,407,866.00
Launch Date 17/05/2010 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 (%) 0.79
ISIN GB00BKRVS015 Min TopUp (£) 0.00

Fund Objective

The objective of the Fund is to optimise the total return (being a combination of capital growth and income) for charity investors, through a global and balanced portfolio, screened against negative socially responsible investment criteria. The Fund is actively managed, investing in equities and fixed interest securities on a global basis with the aim of providing a balance between capital growth and income.

Fund Managers

Rob Stewart
Having graduated from Durham University with a degree in Economics, Robert was then sponsored by the EU to complete a Diploma in European Financial Analysis at the University of Newcastle-upon-Tyne where he was awarded Distinctions.Subsequently, Robert joined CIN Management as a Trainee UK Research Analyst before moving on to work on the Japanese Equity Team. On joining Goldman Sachs Asset Management he spent 2 years in Tokyo managing Japanese equities before returning to the London office. While in London he Co-Headed the European Portfolio Management team, ran the Technology research group before moving to run £5bn in Global Equities.He joined Newton in January 2003 to work on the Global Multi-Asset Team.