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Newton Managed

Ranked 19 out of 119 in - Flexible over 12 months
All calculations are in GBP

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 Investment Management in 2006 where he is currently a director of investment management for UK equities and manages the Newton Income Fund.

Objective

The objective of the Sub-Fund is to achieve capital growth and income from a portfolio of UK, EC and international securities. The Sub-Fund may also invest in collective investment schemes.

Performance

Flexible over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 4.1% 0.7% 0.7% 2.6%
2013 20.9% 12.9% -0.5% 0.5% 7.1%
2012 11.6% 5.0% -0.6% 6.4% 0.5%
2011 -8.7% -0.1% -0.7% -11.3% 3.7%
2010 13.6% 5.5% -9.3% 10.0% 8.0%
2009 17.4% -7.1% 4.9% 15.9% 3.9%
2008 -26.4% -9.7% 0.6% -13.2% -6.7%
2007 16.3% 2.4% 6.3% 2.6% 4.3%
2006 11.7% 8.8% -5.2% 3.0% 5.2%
2005 23.2% 3.5% 5.4% 9.3% 3.3%
2004 8.7% 1.2% 0.2% 1.6% 5.5%
2003 22.7% -5.6% 14.8% 6.4% 6.4%
2002 -20.9% 3.4% -9.7% -17.5% 2.6%
2001 -8.4% -4.8% 1.2% -14.1% 10.7%
2000 -0.8% 3.2% -1.4% -1.7% -0.8%
1999 33.2% 5.5% 10.2% -4.6% 20.0%
1998 12.8% 11.4% 1.2% -11.9% 13.5%
1997 20.1% 7.9% 8.9% 5.8% -3.4%
1996 10.7% 4.4% 2.1% 1.0% 2.8%
1995 5.1% 2.1% 2.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2014

Top 10 Holdings

Stock Size
Money Market Fund 5.60
The Sage Group PLC ORD 3.02
Reed Elsevier PLC ORD 3.01
Smith & Nephew PLC ORD 2.95
ROCHE HOLDING G PAR 2.87
Novartis AG ORD 2.77
BP PLC ORD 2.68
Bayer AG ORD 2.47
Wolters Kluwer NV ORD 2.40
Swisscom AG ORD 2.22
30/04/2014

Registered For Sale In

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

Fund Info

  • Launch date16/03/1990
  • Share Class size1,349Mn
  • Base currencyGBP
  • ISIN GB0006780984

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment0

Related News

Newton overhaul sees new managers on Oriental & Higher Income funds

Caroline Keen has been promoted to lead manager on Jason Pidcock's Newton Oriental fund, which Christopher Metcalfe will take over the firm's Higher Income fund.

Seneca aims to double assets through Miton deal

What the acquisition of Miton's Liverpool fund business means for Seneca Partners.

Wilmot to replace Metcalfe on £1.5 billion Newton Income fund

Richard Wilmot will replace Chris Metcalfe on the fund with the latter assuming control of the Newton Managed fund from Nick Clay.

Tories and Labour fighting over a 'poisoned chalice', warns Newton's Clay

Whichever party wins the upcoming general election will be faced with stark spending cuts that could them the most unpopular government in history

The Morning Interview: Recession now odds-on, says Newton

Inflation is now the core threat to the UK economy and the chance that it will drive the country into recession is above 50%, Nick Clay of the Newton Managed fund has warned.

Newton hands £1 billion income fund to Metcalfe

The creation of a new special situations research unit at Newton Investment Management has resulted in Chris Metcalfe taking on the firm’s £1.1 billion Income fund.

Newton's Clay remoulds attitudes to environment at work and home

The environment has become a key concern for Newton fund manager Nick Clay both in the management of his portfolios and the running of his home.

Pratt and Dalton take the plunge

The arrival of Newton Income manager Glen Pratt at tiny boutique Dalton in May will offer investors another 'high alpha' UK fund, and also presents a challenge for Newton.

Insight hires former Newton man

Insight Investment has hired former Newton manager Stuart Eaton to replace departing fund manager Jill Thompson.

Newton rejigs Managed fund

Newton has changed the manager on its Managed fund as part of a restructuring of its multi-asset investment team.

...more...

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