|Bid Price||-||Offer Price||-|
|Mid Price||GBX 300.21||Day Change||GBX +0.81 (0.27%)|
|Price Date||22 Nov 2017||Crown Rating|
|Shares Class||Inc.||Yield||1.59 %|
|Total Expense Ratio||0.00||Fund Size||642,658,026.00|
|Launch Date||23/09/1998||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.60||Sector||IMA UK Equity Income|
|Min Investment (£)||500,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00B01X0T63||Min TopUp (£)||1,000.00|
The objective of the Fund is to maximise returns by investing predominantly in a worldwide portfolio of equities and fixed interest securities.
Simon is the lead portfolio manager on a number of UK Equity and global multi-asset portfolios at Newton. Simon joined Newton in 2001 and was responsible for research into a number of global industrial sectors before moving to portfolio management. Simon’s experience includes managing both UK equity products and global multi-asset portfolios. Simon Is a Chartered Accountant (ACA) and prior to joining Newton he worked at leading accountancy firms. He also holds the CFA designation (Chartered Financial Analyst) and is a member of the Chartered Institute for Securities and Investment (MCSI).