Quick Stats

Bid Price - Offer Price -
Mid Price GBX 272.73 Day Change GBX -0.26 (-0.10%)
Price Date 17 Oct 2017 Crown Rating 5
Shares Class Inc. Yield 3.02 %
Total Expense Ratio 0.00 Fund Size 943,971,623.00
Launch Date 01/05/1985 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 250,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B0702W82 Min TopUp (£) 50,000.00

Fund Objective

To achieve capital growth and income from a portfolio of predominantly UK 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).