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NEWTON BRIDGE - Fund overview

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Overview of NEWTON BRIDGE

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. NEWTON BRIDGE does not fall into either of these categories at present.

Standard Initial Charge

6.00% 6.00%

Fund summary

Sector  Flexible Investment
Product type  UNIT TRUST
Launched  February, 1994
Size  £284m
Yield 2.2%
Charging basis  –
Dividends paid  Mar, Sep
Bid price 185.79p

Fund Charges

Standard Initial charge 6.00%
Initial charge via Bestinvest 6.00%
Additional bid/offer spread 0.00%
Annual management charge 0.80%
Total expense ratio 0.83%
Reduction in yield (10yr) 1.44%

Bestinvest says


No information available.

Portfolio

newton bridge asset allocation illustration
Allocation Proportion
Equity 85%
High yield bonds 0%
Quality bonds 8%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 7%
newton bridge equity geographic illustration
Allocation Proportion
UK 50%
Europe 27%
Nth America 12%
Japan 3%
Pacific 7%
Other Equity 1%
newton bridge equity capitalisation illustration
Allocation Proportion
Large Caps 79%
Mid Caps 18%
Small Caps 3%

Investment process


The objective of the fund is to achieve long-term capital growth in sterling terms. For investors the best returns available have historically come from equities: the major fund is therefore invested in shares. The bias is towards UK equities, balanced by exposure and fixed interest holdings and is designed to offer investors the best possible returns without taking xcessive risks. The Bridge Fund is targeted at clients with pound sterling to invest.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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