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NEWTON ORIENTAL - Fund overview

No Bestinvest rating
Find rated asia pacific excluding japan funds


Overview of NEWTON ORIENTAL

The fund uses a top down approach to guide regional exposure. Newton have a team based approach with in house analysts that aim to achieve long term capital growth and pride themselves on generating new ideas. As a result the fund is potentially more volatile than other similar products.

Standard Initial Charge

4.00% 0.00%

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to save 4.00%

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Fund summary

Sector  Asia Pacific Excluding Japan
Product type  OEIC
Launched  November, 1990
Size  £829m
Yield 0.8%
Charging basis  –
Dividends paid  31/10.
Bid price 462.95p

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 1.65%
Reduction in yield (10yr) 1.65%

Bestinvest says


No information available.

Portfolio

newton oriental asset allocation illustration
Allocation Proportion
Equity 97%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 3%
newton oriental equity geographic illustration
Allocation Proportion
UK 10%
Europe 0%
Nth America 0%
Japan 0%
Pacific 80%
Other Equity 10%
newton oriental equity capitalisation illustration
Allocation Proportion
Large Caps 71%
Mid Caps 26%
Small Caps 3%

View all performance data for NEWTON ORIENTAL

Investment process


The objective is to achieve capital growth by investing in all or any economic sectors of the Asian and Pacific Basin markets, excluding Japan, but including Australia and New Zealand. The emphasis will usually be on the larger countries within the regiion but when opportunities arise, investments may also be made in local emerging markets.

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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