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Newton Global Equity GBP Inc

Ranked 202 out of 308 in - Global Equities over 12 months
All calculations are in GBP

Managed by

Jeff Munroe

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.

Performance

Global Equities over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 4.7% 0.0% 2.0% 2.6%
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 8.8% 1.0% 7.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2014

Top 10 Holdings

Stock Size
Money Market Fund 4.06
Microsoft Corp ORD 2.90
ROCHE HOLDING G PAR 2.66
Novartis AG ORD 2.44
Royal Dutch Shell PLC ORD 2.36
Bayer AG ORD 2.28
Total SA ORD 2.25
Apple Inc ORD 2.22
Toyota Motor Corp ORD 2.15
United Technologies Corp ORD 1.95
30/04/2014

Registered For Sale In

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

Fund Info

  • Launch date01/06/1987
  • Share Class size2,058Mn
  • Base currencyGBP
  • ISIN GB0006779986

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment250

Charges

  • Annual management1.5%
  • Initial investment0

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