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Newton UK Income GBP Inc

Ranked 89 out of 113 in - UK Equity Income over 3 months
All calculations are in GBP unless stated

Managed by

Christopher Metcalfe

Christopher Metcalfe graduated from the Manchester Business School with an MBA degree. He started his career with Henderson Administration in 1985 and quickly rose to become Henderson’s head of UK equities. After ten years with Henderson he moved to Schroders where he was a senior investment manager and head of the UK equity team. Christopher joined Newton in 2006. He runs the Newton Multi Asset Growth Fund, the Newton UK Income Fund, the Old Mutual Newton Higher Income Fund and the Newton Growth and Income Fund for Charities.

Objective

The objective of the Sub-Fund is to achieve increasing distributions on a calendar year basis with long term capital growth. The Sub-Fund may also invest in collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 30/01/2016 - 30/04/2016
  • Rank 89/113 Total Return
  • Rank 98/113 Standard Deviation
  • Rank 109/113 Max Drawdown
Fund Name Currency Loss
107 MI Chelverton UK Equity Income B Inc GBP

-1.6%

108 Old Mutual Newton UK Income A Inc GBP

-1.8%

109 Newton UK Income GBP Inc GBP

-1.8%

110 Marlborough Multi Cap Income A Acc GBP

-2.0%

111 RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.2%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 2.0%
2015 6.4% 5.0% -3.8% -1.3% 6.7%
2014 6.0% 1.4% 1.2% 0.0% 3.4%
2013 19.6% 10.5% -0.3% 2.1% 6.3%
2012 9.2% 3.0% 0.8% 4.6% 0.6%
2011 0.8% -1.0% 3.0% -8.6% 8.1%
2010 9.1% 4.2% -9.3% 9.4% 5.5%
2009 15.2% -12.1% 7.2% 17.2% 4.4%
2008 -19.9% -13.2% -2.3% -5.2% -0.4%
2007 -0.2% 1.9% 0.9% -3.5% 0.5%
2006 18.2% 8.5% -3.1% 4.8% 7.3%
2005 19.8% 3.2% 5.0% 6.5% 3.9%
2004 16.2% 2.0% 3.8% 3.0% 6.6%
2003 28.5% -4.7% 17.4% 6.9% 7.5%
2002 -12.8% 9.6% -6.8% -17.1% 2.9%
2001 0.9% -1.8% 7.3% -15.8% 13.8%
2000 11.7% -2.3% 6.2% 0.1% 7.5%
1999 16.8% 11.7% 10.4% -7.0% 1.9%
1998 12.8% 17.7% -4.2% -10.2% 11.5%
1997 31.9% 5.9% 3.0% 15.7% 4.6%
1996 14.2% -0.3% -0.1% 7.6% 6.5%
1995 6.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

29/02/2016

Top 10 Holdings

Stock Size
Wolters Kluwer NV ORD 6.42
Relx PLC ORD 6.18
National Grid PLC ORD 5.96
Sage Group PLC ORD 5.29
British American Tobacco PLC ORD 5.09
Imperial Brands PLC ORD 4.95
AstraZeneca PLC ORD 4.49
Diageo PLC ORD 4.48
National Express Group PLC ORD 4.16
BT Group PLC ORD 3.54
29/02/2016

Registered For Sale In

  1. Austria
  2. Chile
  3. Germany
  4. Luxembourg
  5. Peru
  6. Spain
  7. United Kingdom

Fund Info

  • Launch date01/06/1987
  • Share Class size1,648Mn
  • Base currencyGBP
  • ISIN GB0006779218

Purchase Info

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

Charges

  • Initial investment0

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...more...

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