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Newton Oriental

Ranked 105 out of 109 in - Asia Pacific Excluding Japan over 12 months
All calculations are in GBP

Managed by

Caroline Keen

Objective

The objective of the Sub-Fund is to achieve capital growth by investing in securities predominantly Asian and in Pacific markets including Australia and New Zealand but excluding Japan. The Sub-Fund may also invest in collective investment schemes.

Performance

Asia Pacific Excluding Japan over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 6.8% 0.9% 2.0% 2.7% 1.0%
2013 -3.7% 11.3% -6.4% -3.0% -4.8%
2012 10.1% 10.0% -8.6% 9.2% 0.3%
2011 -18.3% -3.0% 0.1% -16.9% 1.3%
2010 31.0% 9.4% -5.3% 15.0% 10.0%
2009 48.3% 2.2% 13.2% 19.9% 6.9%
2008 -29.2% -10.7% -1.4% -18.8% -1.1%
2007 34.8% 5.3% 9.5% 10.4% 6.0%
2006 18.7% 11.5% -5.2% 3.2% 8.9%
2005 36.7% 2.9% 7.8% 16.5% 5.8%
2004 10.5% 4.4% -5.2% 5.2% 6.2%
2003 33.2% -3.6% 12.6% 15.5% 6.2%
2002 -18.6% 16.7% -12.5% -15.4% -5.8%
2001 6.4% 0.9% 4.1% -20.7% 27.7%
2000 -5.5% 17.6% -5.8% -6.7% -8.6%
1999 72.7% 3.3% 37.5% -10.8% 36.3%
1998 -7.8% 6.9% -26.0% -5.9% 23.9%
1997 -24.4% -0.6% 8.7% -6.4% -25.3%
1996 -6.2% 7.7% -3.2% -1.7% -8.4%
1995 5.8% -2.1% 8.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2014

Top 10 Holdings

Stock Size
Apollo Hospitals Enterprise Ltd ORD 6.59
Taiwan Semiconductor Manufacturing Co Ltd ORD 6.25
Noble Group Ltd ORD 5.77
Oil Search Ltd ORD 5.51
Santos Ltd ORD 5.11
BHP Billiton PLC ORD 4.99
Sands China Ltd ORD 4.67
AIA Group Ltd ORD 4.24
Standard Chartered PLC ORD 4.19
IHH Healthcare Bhd ORD 3.74
30/06/2014

Registered For Sale In

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

Fund Info

  • Launch date30/11/1990
  • Share Class size396Mn
  • Base currencyGBP
  • ISIN GB0006781289

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.

Which groups are pulling in the assets as appetite for funds returns?

The second quarter saw renewed interest in funds, with net sales reaching their highest level for a year, and bond funds are topping the sales chart.

Newton's Pidcock makes £4m in one day from Noble holding

Newton Oriental manager Jason Pidcock has reaped the benefits of China's sovereign wealth fund's recent investment in his top holding, Noble Group.

Oil price fall is a short-term blip, says A-rated BNY Mellon manager

BNY Mellon Asian Equity manager Jason Pidcock believes the upward trend in the oil price will continue despite recent price falls. The A-rated manager is also banking on further dollar weakness and a rise in the gold price. 

Eaton gives Credit Suisse success on a new frontier

It was a tale of two funds in the global emerging markets sector for Credit Suisse in March.

Sectorwatch: Armstrong's Asian Insight

The potential spending power of increasingly confident and cash-rich populations are boosting returns for Asia Pacific excluding Japan fund managers.

Newton details income launches

Newton has detailed plans for its two new income funds, which are to debut next month.

More to come from Standard Chartered, says Newton's Pidcock

Newton Oriental fund manager Jason Pidcock believes there is further upside to come from emerging markets bank Standard Chartered, which delighted investors with surprisingly strong results yesterday.

CSAM duo takes a shine to Sun

Credit Suisse Asset Management's (CSAM) fund of funds team has increased its stake in Ezra Sun's Veritas Asian fund to over £3 million.

Real Return links up with Flight's bond boutique

Real Return Holdings, the firm founded by ex-Newton Investment Management duo Stewart Newton and Charles Richardson, has announced a strategic tie-up with Howard Flight's fixed income boutique, Avebury Asset Management.

...more...

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