Targets a growing income and capital growth from a globally diversified portfolio of equities.
Prices as at 18 Aug 2022.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
Sector | Global Equity Income |
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Structure | OEIC |
Launched | September 2012 |
Size | £3,354m |
Yield | 2.7% |
Charging Basis | Capital |
Dividends paid | 28 Feb, 31 May, 31 Aug, 30 Nov |
Standard Initial Charge | 0% |
---|---|
Initial Charge Via BestInvest | 0% |
Additional Bid/Offer Spread | 0% |
Annual Management Charge | 0.75% |
Ongoing Charges Figure | 0.79% |
Stocks in this fund must meet strict income criteria: companies can only be bought when their yield is 25% above that of the FTSE World index, and any stock whose yield falls below that of the index is sold. Ideas are primarily derived from the Research Recommended List, a portfolio selected by Newton's London-based analysts. Each analyst specialises in a specific industry, and compares companies worldwide operating in that industry. However, because only a fraction of these recommendations meet the fund’s yield requirement, the three-strong global income team supplement them with ideas sourced themselves or from Newton’s regional income teams. The stock selection process is informed by Newton's strategy group, which attempts to identify long term trends such as the fallout from the credit boom. Analysts and managers focus their research on companies which will benefit from these trends.
Past performance is not a guide to future performance. View full risk warning