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NEWTON PAN EUROPEAN - Fund overview

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Overview of NEWTON PAN EUROPEAN

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

Standard Initial Charge

4.00% 0.00%

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to save 4.00%

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Fund summary

Sector  Europe Including UK
Product type  OEIC
Launched  February, 1999
Size  £14m
Yield 1.2%
Charging basis  –
Dividends paid  31/10.
Bid price 146.81p

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 1.69%
Reduction in yield (10yr) 1.69%

Bestinvest says


No information available.

Portfolio

newton pan european asset allocation illustration
Allocation Proportion
Equity 95%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash 5%
newton pan european equity geographic illustration
Allocation Proportion
UK 23%
Europe 76%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 1%
newton pan european equity capitalisation illustration
Allocation Proportion
Large Caps 78%
Mid Caps 21%
Small Caps 1%

View all performance data for NEWTON PAN EUROPEAN

Investment process


The fund aims to provide capital growth from a portfolio of European and UK Equities.The portfolio is blue-chip orientated, taking Newton's house-style of global thematic investment approach.

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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