NEWTON PHOENIX B - Fund overview
No Bestinvest rating
Find rated mixed investment 20-60% shares funds
Overview of
NEWTON PHOENIX B
Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. NEWTON PHOENIX B does not fall into either of these categories at present.
Standard Initial Charge
3.00% –
Fund summary
| Sector |
Mixed Investment 20-60% Shares
|
| Product type |
UNIT TRUST
|
| Launched |
March, 2006
|
| Size |
£28m
|
| Yield |
2.0%
|
| Charging basis |
–
|
| Dividends paid |
March & Sept
|
| Bid price(inc) |
123.06p |
| Bid price(acc) |
147.37p |
Fund Charges
|
Standard Initial charge
|
3.00%
|
|
Initial charge via Bestinvest
|
–
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
0.80%
|
|
Total expense ratio
|
0.88%
|
|
Reduction in yield (10yr)
|
0.88%
|