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Newton UK Equity GBP Inc

Ranked 166 out of 253 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Emma Mogford

Emma Mogford joined Neptune in July 2007 as an Investment Analyst, having graduated from Cambridge University with first class honours in Natural Sciences. She became a Fund Manager in 2010 and undertakes global research on the chemicals and utilities sector. Mogford focuses on a mixed asset strategy with a top down and global sector driven investment style and is a CFA charter holder. Outside of work Emma enjoys skiing.

Simon Nichols

Chris Smith

Objective

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

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/11/2016 - 30/11/2017
  • Rank 166/253 Total Return
  • Rank 199/253 Standard Deviation
  • Rank 216/253 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.5% 2.8% 0.7%
2016 4.5% -1.1% 1.2% 7.2% -2.6%
2015 10.9% 6.1% -0.5% -0.1% 5.2%
2014 6.8% 0.2% -2.1% 3.0% 5.8%
2013 17.8% 12.3% -3.6% 3.1% 5.5%
2012 18.2% 11.8% -3.2% 6.2% 2.9%
2011 -11.8% -1.0% 0.4% -16.3% 6.1%
2010 15.1% 5.9% -8.1% 11.5% 6.1%
2009 11.7% -9.3% 2.5% 15.4% 4.2%
2008 -17.8% -10.9% 2.4% -9.8% -0.1%
2007 18.0% 2.9% 6.1% 1.8% 6.1%
2006 10.5% 6.1% -3.3% 2.6% 4.9%
2005 17.8% 2.5% 5.2% 6.7% 2.4%
2004 12.8% 0.7% 2.2% 2.3% 7.1%
2003 21.7% -5.1% 12.6% 4.8% 8.6%
2002 -19.8% 1.9% -9.9% -16.5% 4.6%
2001 -8.7% -5.5% 2.2% -14.0% 10.1%
2000 3.6% -1.6% 2.5% 0.0% 2.8%
1999 22.2% 10.1% 5.7% -6.0% 11.8%
1998 19.5% 15.0% 1.9% -10.0% 13.3%
1997 30.0% 5.9% 3.2% 13.6% 4.7%
1996 14.3% 1.5% 1.9% 3.5% 6.9%
1995 2.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
British American Tobacco PLC ORD 5.71
Diageo PLC ORD 4.93
Royal Dutch Shell Plc B ORD 4.85
BNY MLF Custodian Cash SWEEP Fund 4.58
Reckitt Benckiser Group PLC ORD 3.97
Prudential PLC ORD 3.49
Vodafone Group PLC ORD 3.46
Unilever PLC ORD 3.31
Relx PLC ORD 2.90
Compass Group PLC ORD 2.82
30/06/2017

Registered For Sale In

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

Fund Info

  • Launch date01/05/1985
  • Share Class size871Mn
  • Base currencyGBP
  • ISIN GB0006779549

Purchase Info

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

Charges

  • Initial investment0

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