Newton Osprey W Inst Acc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 139.36 Day Change GBX +0.14 (0.10%)
Price Date 25 May 2017 Crown Rating 5
Shares Class Inc. Yield 1.08 %
Total Expense Ratio 0.00 Fund Size 30,916,783.00
Launch Date 17/09/2004 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 10,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BXQ9Q250 Min TopUp (£) 0.00

Fund Objective

To provide long term capital growth through investment in both UK and international equities, fixed interest securities, units in collective investment schemes and cash. The Fund may also invest in warrants, deposits and money market instruments.

Fund Managers

Robert Shelton
Robert is a Chartered Accountant and joined Newton in 1984. He manages both the Newton Income Fund and the Newton Managed Fund. Robert is a member of the UK Equities Policy Group, the Overall Policy Group for Research and the Institutional Group. He is also an Associate Member of IIMR.