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NEWTON GLOBAL OPPORTUNITIES - Fund overview

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Overview of NEWTON GLOBAL OPPORTUNITIES

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

Standard Initial Charge

4.00% 4.00%

Fund summary

Sector  Global
Product type  OEIC
Launched  July, 2005
Size  £377m
Yield 1.0%
Charging basis  Income
Dividends paid  31/10.
Bid price 141.76p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 4.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.63%
Reduction in yield (10yr) 2.03%

Bestinvest says


No information available.

Portfolio

newton global opportunities asset allocation illustration
Allocation Proportion
Equity 96%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 4%
newton global opportunities equity geographic illustration
Allocation Proportion
UK 11%
Europe 27%
Nth America 38%
Japan 6%
Pacific 11%
Other Equity 7%
newton global opportunities equity capitalisation illustration
Allocation Proportion
Large Caps 76%
Mid Caps 23%
Small Caps 1%

Investment process


The objective of the fund is to achieve long-term capital growth from a concentrated portfolio predominantly invested in the securities of companies located worldwide.
The fund does not have a bias towards any economic sector or company size. The fund may also invest in collective investment schemes

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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