Quick Stats

Bid Price - Offer Price -
Mid Price GBX 134.30 Day Change GBX -0.17 (-0.13%)
Price Date 18 Jan 2018 Crown Rating 3
Shares Class Inc. Yield 2.57 %
Total Expense Ratio 0.00 Fund Size 763,294,135.00
Launch Date 09/05/2014 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 GB00BH3H2B18 Min TopUp (£) 0.00

Fund Objective

To maximise returns through capital growth and income. To deliver a minimum target income yield of 3% per annum. This income yield is a target and is not guaranteed.

Fund Managers

Simon Nichols
Simon is the 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 CFA1 designation (Chartered Financial Analyst) and is a member of the Chartered Institute for Securities and Investment (MCSI).