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NEWTON CORPORATE BOND - Fund overview

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Overview of NEWTON CORPORATE BOND

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

Standard Initial Charge

4.00% 0.00%

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Fund summary

Sector	£ Corporate Bond
Product type	OEIC
Launched	November, 1997
Size	£55m
Yield	5.2%
Charging basis	Capital
Dividends paid	31st Each Month.
Bid price	79.24p

Fund Charges

Standard Initial charge	4.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	1.16%
Reduction in yield (10yr)	1.16%

Bestinvest says

No information available.

Portfolio

newton corporate bond asset allocation illustration

Allocation		Proportion

	Equity	–
	High yield bonds	16%
	Quality bonds	84%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	0%

No data available.

View all performance data for NEWTON CORPORATE BOND

Investment process

The fund’s primary focus is income generation by investing in a broad range of fixed interest securities including Gilts, corporate debt (both quality and sub-investment grade issues) and preference shares. The target yield is a conservative "10-year Gilts plus 2%".

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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