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NEWTON UK OPPORTUNITIES - Fund overview

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Overview of NEWTON UK OPPORTUNITIES

This fund is managed on a stock by stock basis with no restraint from the benchmark. The manager makes full use of Newton's Global Thematic outlook and their large team of analysts. By nature the portfolio is concentrated, representing the best ideas of the UK desk.

Standard Initial Charge

4.00% 0.00%

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to save 4.00%

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Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  February, 2002
Size  £421m
Yield 1.3%
Charging basis  –
Dividends paid  31/10
Bid price 184.93p

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 uk opportunities asset allocation illustration
Allocation Proportion
Equity 87%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash 13%
newton uk opportunities equity geographic illustration
Allocation Proportion
UK 92%
Europe 8%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
newton uk opportunities equity capitalisation illustration
Allocation Proportion
Large Caps 68%
Mid Caps 32%
Small Caps 0%

View all performance data for NEWTON UK OPPORTUNITIES

Investment process


The objective of the fund is to maximise long term-capital growth from a concentrated portfolio primarily invested within securities of UK companies. The product does not have any company size or economic sector bias and is managed on a total return basis.
The fund is designed to be at the more aggressive end of the product range offering, falling into the new category of funds that pay little or no attention to benchmark weights.
Short term bets are not considered, but stocks will be sold when valuation targets are exceeded.
Companies with strong cash-flow characteristics are preferred. Newton are unusual in that they make use of the ability to invest up to 20% of the fund outside the core area, this means that overseas stocks that fit the thematic profile and are considered better value than the home grown variety will be held.

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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