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Newton Global Income Sterling Inc

Ranked 1 out of 73 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Nick Clay

Nick Clay was born in 1969 in Bromley, United Kingdom. He obtained a BA Hons in Economics and Philosophy from Leeds University. With sixteen years of experience as a fund manager, Nick is a member of the UK Society of Investment Professionals. He began his career in 1991 at Sun Alliance Investment Management working as an investment analyst. In 1994, he joined Morley Fund Management and became head of UK equities life funds for six years. In 2000, Nick joined Newton Investment Management and is currently director of investment management specialist benchmarks and portfolio manager of the Newton Managed fund. He lists golf, tennis, rugby and cinema among his interests outside of fund management.

Objective

The objective of the Sub-Fund is to achieve increasing annual distributions together with long-term capital growth from investing predominantly in global securities. The Sub-Fund may also invest in collective investment schemes (including but not limited to another Sub-Fund or Sub-Funds of the Company). Derivatives may be used for efficient portfolio management only.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 30/04/2015 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 8.2%
2015 9.6% 6.4% -6.1% -0.4% 10.1%
2014 8.7% 0.9% 2.3% 1.9% 3.4%
2013 14.7% 12.2% -0.5% -0.4% 3.2%
2012 10.7% 4.3% 0.7% 5.7% -0.2%
2011 3.1% 1.6% 2.1% -7.4% 7.3%
2010 14.0% 5.2% -7.1% 8.2% 7.8%
2009 18.4% -10.1% 5.0% 18.2% 6.2%
2008 -16.5% -6.6% 2.5% -14.0% 1.3%
2007 18.7% 3.5% 7.1% 1.1% 5.9%
2006 16.7% 10.1% -4.5% 3.2% 7.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2015

Top 10 Holdings

Stock Size
JPY Forward Contract 7.32
Philip Morris International Inc ORD 5.48
Microsoft Corp ORD 5.24
Reynolds American Inc ORD 5.06
Procter & Gamble Co ORD 3.83
Sysco Corp ORD 3.51
Eversource Energy ORD 3.19
Roche Holding AG Par 3.07
GlaxoSmithKline PLC ORD 2.80
Novartis AG ORD 2.62
31/12/2015

Registered For Sale In

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

Fund Info

  • Launch date30/11/2005
  • Share Class size4,582Mn
  • Base currencyGBP
  • ISIN GB00B0MY6T00

Purchase Info

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

Charges

  • Initial investment0

Related News

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(Update) Newton global equity income fund manager James Harries (pictured) has quit the firm for Troy Asset Management.   

Newton Global Higher Income

Aberdeen tops Spot the Dog list after Swip buy

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Newton's Harries: QE exit does not spell end to global economy’s ills

Newton Global Higher Income manager James Harries also believes the challenges facing the Chinese economy are coming home to roost.

Hargreaves Lansdown reveals the 27 super clean funds on 150+

Hargreaves Lansdown has revealed the 27 heavily discounted funds on its 150+ list, which is says has slashed investment fund pricing by 24%.

The top 20 selling funds at Barclays Stockbrokers

Analysis from Barclays shows investors took a gamble on Hideo Shiozumi's high risk Legg Mason Japan Equity fund in the run up to the correction in equity markets.  

Newton’s Harries warns of danger in deleveraging

Newton Global’s James Harries is staying cautious despite the rally, and believes his defensive positioning and focus on yields will work well in the long term.

...more...

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