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Newton UK Equity GBP Inc

Ranked 177 out of 259 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 : 31/03/2017 - 31/03/2018
  • Rank 177/259 Total Return
  • Rank 187/259 Standard Deviation
  • Rank 132/259 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.1%
2017 10.8% 4.5% 2.8% 0.7% 2.5%
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 18.6% -1.2% 4.8% 12.0% 2.3%
1994 -3.2% -5.2% -5.2% 4.6% 2.9%
1993 36.9% 10.7% 2.4% 8.3% 11.5%
1992 26.5% 3.7% 7.8% 0.1% 13.0%
1991 19.1% 14.3% -0.2% 10.4% -5.4%
1990 -4.1% -0.3% 5.6% -14.3% 6.3%
1989 41.9% 17.8% 5.2% 7.2% 6.8%
1988 12.8% 6.1% 3.6% 2.4% 0.3%
1987 53.7% 35.7% 23.6% 7.5% -14.7%
1986 31.4% 18.0% 6.5% -2.6% 7.3%
1985 8.0% 8.5%

Month by Month Performance

Returns Vs Risk

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 size830Mn
  • Base currencyGBX
  • ISIN GB0006779549

Purchase Info

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

Charges

  • Initial investment0

Related News

Newton restructures investment team as Metcalfe retires

Newton fund manager Christopher Metcalfe is set to retire at the end of the year.

AAA-rated Stephany gives up £1bn Newton UK equity fund

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

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.

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