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Newton Emerging Income Sterling Inc

Ranked 133 out of 252 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Sophia Whitbread

Sophia Whitbread is a portfolio manager on the Emerging and Asian Equity team at Newton Investment Management. She joined the firm in 2005 as a financial analyst specialising in the banking sector. Sophia moved to Edinburgh in 2010 working for Baillie Gifford, before returning to Newton in 2011 to assume her current role. Sophia graduated from the University of Cambridge with an MA (Hons) and MPhil in Classics and is a CFA charterholder.

Objective

The objective of the Sub-Fund is to achieve income together with long-term capital growth predominantly through investments in a diversified portfolio of securities in global emerging markets.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 10.9% 8.7%
2015 -13.2% 3.2% -7.0% -11.5% 2.2%
2014 0.8% -0.9% 1.9% 1.8% -1.9%
2013 -7.1% 8.5% -7.8% -5.1% -2.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

29/02/2016

Top 10 Holdings

Stock Size
Taiwan Semiconductor Manufacturing Co Ltd ORD 4.97
Kimberly-Clark de Mexico SAB de CV ORD 4.83
British American Tobacco PLC ORD 4.77
Man Wah Holdings Ltd ORD 4.17
Fibra Shop Portafolios Inmobiliarios SAPI de CV ORD 3.85
BGEO Group PLC ORD 3.61
Komercni Banka as ORD 3.33
Aguas Andinas SA ORD 3.06
Fibra Uno Administracion SA de CV 2.98
Merida Industry Co Ltd ORD 2.94
29/02/2016

Registered For Sale In

  1. Chile
  2. United Kingdom

Fund Info

  • Launch date04/10/2012
  • Share Class size136Mn
  • Base currencyGBP
  • ISIN GB00B8HVVL95

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment25,000

Charges

  • Annual management1.50%
  • 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).