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Newton UK Income GBP Inc

Ranked 100 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Christopher Metcalfe

Christopher Metcalfe joined Newton in 2006. He manages portfolios including the Newton UK Income Fund, the Newton UK Opportunities Fund, the Newton Multi Asset Growth Fund and the Newton Growth and Income Fund for Charities. Christopher joined Newton from Schroders, where he was Head of the UK Equity Prime team and ran their largest pension fund portfolios including Schroder’s own scheme. He began his career at Henderson where he was Head of UK Equities and was responsible for large pension funds. He holds an MBA from the Manchester Business School.

Objective

The objective of the Sub-Fund is to achieve increasing distributions on a calendar year basis with long term capital growth. The Sub-Fund may also invest in collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/10/2016 - 31/10/2017
  • Rank 100/109 Total Return
  • Rank 108/109 Standard Deviation
  • Rank 98/109 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.9% 1.2% -0.4%
2016 8.5% 2.0% 4.7% 6.4% -4.4%
2015 6.4% 5.0% -3.8% -1.3% 6.7%
2014 6.0% 1.4% 1.2% 0.0% 3.4%
2013 19.6% 10.5% -0.3% 2.1% 6.3%
2012 9.2% 3.0% 0.8% 4.6% 0.6%
2011 0.8% -1.0% 3.0% -8.6% 8.1%
2010 9.1% 4.2% -9.3% 9.4% 5.5%
2009 15.2% -12.1% 7.2% 17.2% 4.4%
2008 -19.9% -13.2% -2.3% -5.2% -0.4%
2007 -0.2% 1.9% 0.9% -3.5% 0.5%
2006 18.2% 8.5% -3.1% 4.8% 7.3%
2005 19.8% 3.2% 5.0% 6.5% 3.9%
2004 16.2% 2.0% 3.8% 3.0% 6.6%
2003 28.5% -4.7% 17.4% 6.9% 7.5%
2002 -12.8% 9.6% -6.8% -17.1% 2.9%
2001 0.9% -1.8% 7.3% -15.8% 13.8%
2000 11.7% -2.3% 6.2% 0.1% 7.5%
1999 16.8% 11.7% 10.4% -7.0% 1.9%
1998 12.8% 17.7% -4.2% -10.2% 11.5%
1997 31.9% 5.9% 3.0% 15.7% 4.6%
1996 14.2% -0.3% -0.1% 7.6% 6.5%
1995 6.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Relx PLC ORD 6.25
British American Tobacco PLC ORD 5.46
Diageo PLC ORD 5.39
Royal Dutch Shell Plc B ORD 4.62
National Express Group PLC ORD 4.40
BNY MLF Custodian Cash SWEEP Fund 3.79
Aviva PLC ORD 3.77
AstraZeneca PLC ORD 3.75
GlaxoSmithKline PLC ORD 3.60
BAE Systems PLC ORD 3.41
30/06/2017

Registered For Sale In

  1. Austria
  2. Chile
  3. Germany
  4. Peru
  5. Spain
  6. United Kingdom

Fund Info

  • Launch date01/06/1987
  • Share Class size1,650Mn
  • Base currencyGBP
  • ISIN GB0006779218

Purchase Info

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

Charges

  • Initial investment0

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