|Bid Price||-||Offer Price||-|
|Mid Price||GBX 115.98||Day Change||GBX -0.12 (-0.10%)|
|Price Date||21 Jul 2017||Crown Rating|
|Shares Class||Inc.||Yield||3.73 %|
|Total Expense Ratio||0.00||Fund Size||54,282,808.00|
|Launch Date||04/02/2015||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||1.25||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BP851N18||Min TopUp (£)||250.00|
The investment objective is to provide income with the potential for capital growth over the longer term.
Paul is a portfolio manager and strategist at Newton. He is lead manager of the Multi-Asset Diversified Return Fund and Multi-Asset Income Fund, and provides leadership and analysis on asset allocation, derivatives and convertible bonds for the wider house. Paul also provides leadership on investments in alternative assets. He is a member of the asset class strategy group. Paul Joined Newton in 2006, prior to which he worked at Mellon Investment Funds Europe as a unit trust dealer. He is a CFA charterholder and has completed the certificate in quantitative finance (CQF).