Quick Stats

Bid Price - Offer Price -
Mid Price GBX 102.16 Day Change GBX -0.13 (-0.13%)
Price Date 21 Aug 2017 Crown Rating 2
Shares Class Inc. Yield 2.36 %
Total Expense Ratio 0.00 Fund Size 10,372,879,181.00
Launch Date 01/09/1993 Standard Initial Charge (%) 7.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.65 Sector IMA UK Equity Income
Min Investment (£) 75,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BJVWR068 Min TopUp (£) 1,000.00

Fund Objective

To achieve significant real rates of return in Sterling terms predominantly from a portfolio of UK and international securities.

Fund Managers

Iain Stewart
Iain is Investment Leader in the Real Return team. He joined Newton in 1985, and specialises in the management of relative and absolute return multi-asset mandates. Iain is a member of a number of committees at Newton including the Global Strategy Group. He is an associate member of the UK Society of Investment Professionals (UKSIP), and holds a research Ph.D from the Ministry of Agriculture, Fisheries and Food.