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Newton Multi-Asset Growth GBP Inc

Ranked 14 out of 117 in - Flexible GBP over 12 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 capital growth and income from a portfolio of UK, EC and international securities. The Sub-Fund may also invest in collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible GBP over : 31/08/2015 - 31/08/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 1.2% 4.7%
2015 8.9% 7.2% -4.3% -2.3% 8.6%
2014 9.8% 0.7% 0.7% 2.3% 5.9%
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 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date16/03/1990
  • Share Class size1,662Mn
  • Base currencyGBP
  • ISIN GB0006780984

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment25,000

Charges

  • Initial investment0

Related News

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Citywire AAA-rated Paul Stephany has stepped down as manager of the £1 billion Newton UK Equity fund.

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.

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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.

...more...

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