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Newton UK Equity GBP Inc

Ranked 101 out of 262 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Richard Wilmot

A graduate and qualified member of the Association of Chartered Accountants(ACA), Richard Wilmot joined Newton in 1999 and started out as a UK smaller companies analyst before taking responsibility for the Newton UK Smaller Companies fund in 2001 and the Newton Growth Fund in 2005. His other responsibilities include contributing to the UK equity model at the group. Richard is also a qualified member of the UKSIP.

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.

Performance

UK (All Companies) over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.9% 0.2% -2.1% 3.0%
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 4.8% 2.4% 2.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2014

Top 10 Holdings

Stock Size
Prudential PLC ORD 5.03
Vodafone Group PLC ORD 4.92
Standard Life PLC ORD 4.43
John Wood Group PLC ORD 3.74
Rolls-Royce Holdings PLC ORD 3.21
Reed Elsevier PLC ORD 3.13
Intermediate Capital Group PLC ORD 2.95
Playtech PLC ORD 2.57
Whitbread PLC ORD 2.50
Rightmove PLC ORD 2.32
31/05/2014

Registered For Sale In

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

Fund Info

  • Launch date01/05/1985
  • Share Class size1,020Mn
  • Base currencyGBP
  • ISIN GB0006779549

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment0

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