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Newton Global Equity GBP Inc

Ranked 117 out of 546 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 : 30/04/2015 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 1.1%
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

31/12/2015

Top 10 Holdings

Stock Size
Money Market Fund 4.58
Microsoft Corp ORD 4.05
Alphabet Inc ORD 3.21
Altria Group Inc ORD 3.14
Express Scripts Holding Co ORD 3.10
Citigroup Inc ORD 2.41
Dollar General Corp ORD 2.30
Toyota Motor Corp ORD 2.27
Bayer AG ORD 2.11
Apple Inc ORD 2.08
31/12/2015

Registered For Sale In

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

Fund Info

  • Launch date01/06/1987
  • Share Class size2,227Mn
  • Base currencyGBP
  • ISIN GB0006779986

Purchase Info

  • Min. initial investment1,000
  • 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).