Quick Stats

Bid Price - Offer Price -
Mid Price GBX 246.77 Day Change GBX +0.73 (0.30%)
Price Date 17 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 1.71 %
Total Expense Ratio 0.00 Fund Size 158,239,727.00
Launch Date 15/02/1999 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 GB00B01XJ553 Min TopUp (£) 1,000.00

Fund Objective

The objective of the Fund is to invest in a broad spread of UK and international securities to achieve income and capital growth over the longer term.

Fund Managers

Matthew Brown
Matthew is a global multi-asset manager. He is a member of the multi-asset model group and has specific responsibility for managing a number of global equity and multi-asset portfolios. Since joining Newton in 2000 he has acquired varied experience working on a range of mandates, and has been a member of the Real Return team since the strategy was launched in 2004. He was awarded the CFA1 qualification in 2005. Matt holds a BA from Bristol University.