Quick Stats

Bid Price - Offer Price -
Mid Price GBX 73.31 Day Change GBX +0.07 (0.10%)
Price Date 14 Aug 2014 Crown Rating 2
Shares Class Inc. Yield 1.56 %
Total Expense Ratio 0.86 Fund Size 14,390,000.00
Launch Date 06/03/1998 Standard Initial Charge (%) 10.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 0.86
ISIN GB0002577095 Min TopUp (£) 100,000.00

Fund Objective

To achieve capital growth over the long - term through a portfolio that is predominantly invested in equities, across a wide range of industries and countries. The equity element is balanced by cash and bonds to reduce the overall volatility of the portfolio.

Fund Managers

Chris Flather
Chris is one of the best known and longest serving investment managers in Leeds. He qualified as an accountant with KPMG and later joined BWD Rensburg where he worked from 1978 to 1980. In 1980 he joined Singer & Friedlander where he ran their private investment management operation in Leeds before he joined Newton in 2006.