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Newton UK Equity GBP Inc

Ranked 36 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Paul Stephany

Paul Stephany is a portfolio manager at Newton Investment Management. He joined the firm in 2005 and prior to this worked at PwC in London. Paul graduated from Exeter College at Oxford University with a degree in History, graduated as an accountant and has 13 years’ investment experience.

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 : 31/12/2014 - 31/12/2015
  • Rank 36/256 Total Return
  • Rank 73/256 Standard Deviation
  • Rank 22/256 Max Drawdown
Fund Name Currency Return
34 Artemis Capital R Acc GBP

11.1%

35 Eden Tree UK Equity Growth A GBP

11.1%

36 Newton UK Equity GBP Inc GBP

10.9%

37 Legg Mason IF QS UK Equity A GBP

10.8%

38 JPM UK Dynamic A Acc GBP

10.7%

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
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

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 size1,071Mn
  • Base currencyGBP
  • ISIN GB0006779549

Purchase Info

  • Min. initial investment1,000
  • 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).