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NEWTON MANAGED - Fund overview

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Overview of NEWTON MANAGED

This international fund invests almost entirely in equities with typically around 50% UK exposure. Though a stockpicking fund, the process also incorporates investment themes from Newton's strategy group such as globalisation. Though Newton have a strong global team and a high quality process we have higher conviction in other international equity funds.

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Fund summary

Sector  Flexible Investment
Product type  OEIC
Launched  March, 1990
Size  £1,299m
Yield 1.3%
Charging basis  Income
Dividends paid  28/2, 30/9.
Bid price 453.76p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.62%
Reduction in yield (10yr) 1.62%

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No information available.

Portfolio

newton managed asset allocation illustration
Allocation Proportion
Equity 90%
High yield bonds –
Quality bonds 8%
Property 0%
Commodities –
Hedge –
Fund cash 2%
newton managed equity geographic illustration
Allocation Proportion
UK 49%
Europe 15%
Nth America 16%
Japan 5%
Pacific 9%
Other Equity 6%
newton managed equity capitalisation illustration
Allocation Proportion
Large Caps 75%
Mid Caps 25%
Small Caps 0%

View all performance data for NEWTON MANAGED

Investment process


The fund’s objective is to achieve capital and income growth from a portfolio of widely diversified international securities. All stocks in the portfolio are derived from the Research Recommended List, a portfolio selected by Newton's global analysts. Based in London, the analysts are organised by sector with each comparing the stocks in their sector on a global basis. Newton's team of global fund managers then adapt the Research Recommended List into an idealised model portfolio which represents their best ideas. This list is further adapted by the fund manager to reflect the individual fund's objectives. There are no geographic constraints, but around 50% of the fund is typically invested in the UK. The reference benchmark is the WM Private Clients Growth, which consists predominantly of equities but includes some bonds. The process also incorporates long term themes,such as globalisation, identified by Newton's strategy group.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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