Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Newton Asian Income

Ranked 8 out of 187 in - Asia Pacific Excluding Japan over 12 months
All calculations are in GBP unless stated


Income and capital growth over the long-term by investing in shares (i.e. equities) and similar investments of companies listed or located in the Asia Pacific region excluding Japan.

Showing fund performance in United Kingdom View performance globally


Asia Pacific Excluding Japan over : 30/04/2015 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 12.3%
2015 -8.0% 5.5% -10.9% -7.5% 5.6%
2014 10.9% 2.2% 3.2% 1.8% 3.3%
2013 -0.8% 13.3% -7.2% -1.2% -4.5%
2012 22.2% 10.3% -0.9% 6.7% 4.8%
2011 -0.9% -0.9% 2.4% -7.7% 5.9%
2010 32.8% 8.4% -2.2% 10.8% 13.0%
2009 50.8% 0.4% 10.4% 24.3% 9.4%
2008 -24.8% -11.2% -3.9% -8.7% -3.6%
2007 20.3% 6.6% 9.3% 2.4% 0.9%
2006 17.9% 7.9% -4.8% 3.3% 11.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
HKD Forward Contract 20.86
Taiwan Semiconductor Manufacturing Co Ltd ORD 5.40
Telstra Corporation Ltd ORD 4.78
Transurban Group 4.45
Link Real Estate Investment Trust 4.16
Amcor Ltd ORD 3.98
Meridian Energy Ltd ORD 3.66
Sands China Ltd ORD 3.17
Spark New Zealand Ltd ORD 3.15

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. France
  5. Germany
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date30/11/2005
  • Share Class size2,142Mn
  • Base currencyGBP
  • ISIN GB00B0MY6Z69

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment25,000


  • Initial investment0

Related News

Adviser Profile: Steve Danson of Banks Wealth Management

Steve Danson is chasing new business to give Banks Wealth Management the momentum to double its turnover in the next five years

Sector Inspector: Income options in Equity Asia-Pacific ex-Japan

While low oil prices have been a net positive, expect further interest rate cuts from central banks across the region.

Pidcock quits Newton to join Jupiter

Jason Pidcock has quit Newton Investment Management and is to join Jupiter where he will launch an Asian equity income strategy for the firm.

Hargreaves unveils Wealth 150+ super clean deals

Hargreaves Lansdown has unveiled the 27 super clean funds on its 150+ list.

Fund managers increasingly wary of unwieldy ‘Goliath’ funds

Some funds are too successful for their own good, say managers, as the bigger they get, the harder they are to run effectively – with a risk of weaker performance.

Jupiter Merlin Income Portfolio

Margetts' Ricketts weighs up alternatives to Buxton

Margetts’ Toby Ricketts is revising his strategy after Richard Buxton’s announcement of his departure from Schroders and the impact of its buyout of Cazenove.

The funds powering Chatfeild-Roberts' new conservative vehicle

Jupiter chief investment officer John Chatfeild-Roberts has revealed some the funds which will power his conservative fund, scheduled for launch at the end of September.

Seek shelter in high earners as market uncertainty prevails

Defensive large cap global and UK equities are relatively attractive prospects in the current difficult investment environment tainted with sovereign debt crises and poor economic data.

Newton's Pidcock on the dynamics behind the Asian income story

In the past decade yields have grown across a range of Asian countries from Taiwan and China to the Philippines. Newton Investment Management's Jason Pidcock expects this trend to continue.  


Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).