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NEWTON BALANCED BRIDGE - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds

Overview of NEWTON BALANCED BRIDGE

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

Standard Initial Charge

6.00% 3.00%

Fund summary

Sector	Mixed Investment 40-85% Shares
Product type	UNIT TRUST
Launched	December, 1998
Size	£300m
Yield	3.6%
Charging basis	–
Dividends paid	Mar & Sep.
Bid price	124.49p

Fund Charges

Standard Initial charge	6.00%
Initial charge via Bestinvest	3.00%
Additional bid/offer spread	0.00%
Annual management charge	0.80%
Total expense ratio	0.83%
Reduction in yield (10yr)	1.13%

Bestinvest says

No information available.

Portfolio

newton balanced bridge asset allocation illustration

Allocation		Proportion

	Equity	61%
	High yield bonds	3%
	Quality bonds	26%
	Property	1%
	Commodities	1%
	Hedge	4%
	Fund cash	4%

newton balanced bridge equity geographic illustration

Allocation		Proportion

	UK	44%
	Europe	20%
	Nth America	18%
	Japan	5%
	Pacific	5%
	Other Equity	8%

newton balanced bridge equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for NEWTON BALANCED BRIDGE

Investment process

The fund's objective is to provide a combination of income and growth in sterling terms from a diversified portfolio of international equities.

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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