Quick Stats

Bid Price - Offer Price -
Mid Price GBX 300.21 Day Change GBX +0.81 (0.27%)
Price Date 22 Nov 2017 Crown Rating 3
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
Currency GBX ISA Eligible No
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

Fund Objective

The objective of the Fund is to maximise returns by investing predominantly in a worldwide portfolio of equities and fixed interest securities.

Fund Managers

Simon Nichols
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).