Newton Osprey

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 321.00 Day Change GBX -0.82 (-0.25%)
Price Date 20 Jan 2017 Crown Rating 5
Shares Class Inc. Yield 0.92 %
Total Expense Ratio 1.15 Fund Size 29,474,105.00
Launch Date 17/09/2004 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.15
ISIN GB0004765821 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.