NEWTON GLOBAL BALANCED EX 1 NET - Fund overview
No Bestinvest rating
Find rated mixed investment 40-85% shares funds
Overview of
NEWTON GLOBAL BALANCED EX 1 NET
This is an ideal core holding for those looking for a long term investment with an international flavour. The fund is not geographically constrained and generally reflects the Newton house model. Therefore, it is managed on the basis of sustainable long term investment themes.
Standard Initial Charge
0.00% 0.00%
Fund summary
| Sector |
Mixed Investment 40-85% Shares
|
| Product type |
OEIC
|
| Launched |
September, 1998
|
| Size |
£507m
|
| Yield |
2.8%
|
| Charging basis |
–
|
| Dividends paid |
Acc units only.
|
| Bid price |
254.38p |
Fund Charges
|
Standard Initial charge
|
0.00%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
0.50%
|
|
Total expense ratio
|
0.55%
|
|
Reduction in yield (10yr)
|
0.55%
|