Newton Osprey W Inst Inc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 118.77 Day Change GBX +0.63 (0.53%)
Price Date 6 Dec 2016 Crown Rating 5
Shares Class Inc. Yield 1.21 %
Total Expense Ratio 0.00 Fund Size 30,106,319.00
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 GB00BXQ9Q037 Min TopUp (£) 0.00

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.

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.