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Newton UK Income GBP Inc

Ranked 8 out of 97 in - UK Equity Income over 36 months
All calculations are in GBP unless stated

Managed by

Christopher Metcalfe

Christopher Metcalfe joined Newton in 2006. He manages portfolios including the Newton UK Income Fund, the Newton UK Opportunities Fund, the Newton Multi Asset Growth Fund and the Newton Growth and Income Fund for Charities. Christopher joined Newton from Schroders, where he was Head of the UK Equity Prime team and ran their largest pension fund portfolios including Schroder’s own scheme. He began his career at Henderson where he was Head of UK Equities and was responsible for large pension funds. He holds an MBA from the Manchester Business School.

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 : 30/06/2013 - 30/06/2016
  • Rank 8/97 Total Return
  • Rank 43/97 Standard Deviation
  • Rank 36/97 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 2.0% 4.7%
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

31/05/2016

Top 10 Holdings

Stock Size
Wolters Kluwer NV ORD 6.55
National Grid PLC ORD 6.47
Relx PLC ORD 6.24
British American Tobacco PLC ORD 5.44
Sage Group PLC ORD 5.31
Imperial Brands PLC ORD 5.08
Vodafone Group PLC ORD 4.79
Diageo PLC ORD 4.58
National Express Group PLC ORD 4.46
Severn Trent PLC ORD 3.42
31/05/2016

Registered For Sale In

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

Fund Info

  • Launch date01/06/1987
  • Share Class size1,743Mn
  • Base currencyGBP
  • ISIN GB0006779218

Purchase Info

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

Charges

  • Initial investment0

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Smith & Williamson hires ex-Newton manager Tineke Frikkee

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Key study puts Woodford funds on ‘sell’ alert as assets soar

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Equity income: home is where the heart is?

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Newton restructure sees Frikkee lose Higher Income fund

Newton Investment Management’s Richard Wilmot is taking on the reins of the firm’s Growth fund, as Tineke Frikkee is in discussion with the company about her future at the company.

Newton’s Frikkee raises cash to Lehmans level on valuation fears

Newton's Tineke Frikkee has lifted the cash position in her £2.2 billion income fund close to the 9% it hit in September 2008 in the aftermath of the Lehmans collapse.   

...more...

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