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Newton UK Equity GBP Inc

Ranked 31 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Simon Nichols

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 : 30/04/2015 - 30/04/2016
  • Rank 31/256 Total Return
  • Rank 88/256 Standard Deviation
  • Rank 7/256 Max Drawdown
Fund Name Currency Risk
88 Newton UK Equity GBP Inc GBP

11.2

89 Lazard UK Equity Ret Inc GBP GBP

11.2

90 Manek Growth GBP

11.2

90 RBS Growth GBP

11.2

90 Sanlam FOUR Active UK Equity A GBP GBP

11.2

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -1.1%
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

31/12/2015

Top 10 Holdings

Stock Size
Diageo PLC ORD 5.16
BNY MLF Custodian Cash SWEEP Fund 4.80
British American Tobacco PLC ORD 4.18
Relx PLC ORD 4.05
Vodafone Group PLC ORD 3.98
AstraZeneca PLC ORD 3.97
Imperial Brands PLC ORD 3.76
Reckitt Benckiser Group PLC ORD 3.35
National Grid PLC ORD 2.75
Capita PLC ORD 2.69
31/12/2015

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 size989Mn
  • 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).