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

Newton Global Equity GBP Inc

Ranked 470 out of 601 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Jeff Munroe

Jeff Munroe is investment leader of the Global Equities team and manages a range of global equities portfolios at Newton Investment Management. Prior to this role, he was CIO from 2001 to 2012. Jeff has 28 years’ investment experience, is a CFA charterholder and a member of the UK Society of Investment Professionals (UKSIP).

Objective

The objective of the Sub-Fund is to achieve capital growth from a portfolio of international securities. The Sub-Fund may also invest in collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2016 - 30/04/2017
  • Rank 470/601 Total Return
  • Rank 359/601 Standard Deviation
  • Rank 334/601 Max Drawdown
Fund Name Currency Risk
357 MGI Global Equity M-7 EUR GBP

9.8

357 AB SICAV I-Concentrated Global Equity Pf I GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

9.8

359 Newton Global Equity GBP Inc GBP

9.8

359 UBS (Lux) Strategy Fd - Equity (USD) Q-acc GBP

9.8

361 UBS Global Solutions - Gl Equities II FUKd GBP

9.8

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 3.8%
2016 19.7% 1.1% 6.1% 8.1% 3.2%
2015 8.2% 8.5% -4.8% -5.0% 10.2%
2014 10.1% 0.0% 2.0% 2.9% 4.9%
2013 23.5% 17.3% 0.8% 1.1% 3.4%
2012 11.6% 7.1% -1.8% 6.9% -0.8%
2011 -10.4% 1.7% 0.1% -15.2% 3.8%
2010 14.4% 7.0% -8.6% 6.4% 10.0%
2009 21.3% -5.9% 4.8% 17.7% 4.4%
2008 -26.4% -8.9% 0.8% -16.7% -3.9%
2007 14.7% 0.1% 5.0% 2.6% 6.3%
2006 4.0% 9.4% -9.8% 1.5% 3.9%
2005 25.4% 1.9% 6.2% 11.4% 4.0%
2004 10.8% 0.1% 0.6% 2.7% 7.1%
2003 29.1% -3.3% 16.6% 6.9% 7.2%
2002 -30.2% 3.9% -14.1% -24.4% 3.5%
2001 -14.8% -9.9% 2.9% -22.0% 17.7%
2000 -9.6% 6.5% -3.6% -3.9% -8.3%
1999 46.5% 3.4% 10.7% -4.9% 34.7%
1998 12.4% 8.8% 2.5% -15.0% 18.5%
1997 21.8% 11.0% 9.1% 6.2% -5.3%
1996 7.0% 7.6% 1.9% -2.1% -0.3%
1995 7.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2016

Top 10 Holdings

Stock Size
Microsoft Corp ORD 4.98
Alphabet Inc ORD 3.50
Apple Inc ORD 3.34
Citigroup Inc ORD 2.78
Money Market Fund 2.52
Altria Group Inc ORD 2.37
British American Tobacco PLC ORD 2.30
Japan Tobacco Inc ORD 2.21
United Technologies Corp ORD 2.21
Teva Pharmaceutical Industries Ltd DR 2.06
31/12/2016

Registered For Sale In

  1. Austria
  2. Germany
  3. Spain
  4. United Kingdom

Fund Info

  • Launch date01/06/1987
  • Share Class size2,453Mn
  • Base currencyGBP
  • ISIN GB0006779986

Purchase Info

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

Charges

  • Initial investment0

Related News

Newton lines up new launches after ‘challenging year’

Despite a ‘challenging year’ in which it experienced £1.2 billion of net outflows, Newton Investment Management is gearing up for ‘new product and services’ launches in 2017.

Have buyers been backing the global equity winners or losers?

Where has the global equity money been going over the past year?

Newton hands Stanic's global equity role to Robert Hay

Newton Investment Management has handed its Global Opportunities and Global Intrepid fund to Robert Hay following the departure of Alex Stanic to River & Mercantile.

A-rated Butler leaves Newton after 20-year tenure

Newton head of global equity Paul Butler has ended his 20-year spell with the firm.

Volatile markets set to continue says record breaking ICAP

ICAP boss Michael Spencer is convinced that the current market volatility is set to continue and has upped his profit guidance for the year saying that it will be ahead of the current consensus of £299 million before tax.

Sector Watch: Buttery earns his bread across the globe

Courier Former independent financial adviser (IFA) Wayne Buttery has started to deliver the goods in the complex world of global equity fund management.

Fund Manager of the Day: A-rated Paul Butler of Newton.

Born in Hampshire in 1967, Newton’s Paul Butler gained an MA (Hons) in Natural Sciences from Cambridge University before entering the world of investment management.

Citywire-rated duo Peirson and Butler handed new St James's funds

AA-rated Paul Butler of Newton and A-rated Richard Peirson of AXA Framlington are to manage two new funds on behalf of St James's Place (SJP).

Newton's Butler turning Japanese

A-rated Newton fund manager Paul Butler has upped his weightings in Japan and Brazil but remains cautious on the outlook for global stockmarkets for the rest of the year.

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