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Newton UK Opportunities

Ranked 167 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 maximise long-term capital growth from a concentrated portfolio primarily invested in the securities of UK companies. The Sub-Fund does not have a bias towards any economic sector or company size. The Sub-Fund may also invest in collective investment schemes (including but not limited to another Sub-Fund or Sub-Funds of the Company). Derivatives may be used for efficient portfolio management only.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2017 - 31/03/2018
  • Rank 167/259 Total Return
  • Rank 158/259 Standard Deviation
  • Rank 53/259 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.0%
2017 10.9% 5.3% 1.6% 0.7% 3.0%
2016 5.7% 1.2% 1.7% 6.6% -3.7%
2015 12.4% 7.2% -1.2% 0.7% 5.3%
2014 9.8% 5.0% -0.3% 0.0% 4.9%
2013 21.8% 12.8% -1.0% 3.1% 5.8%
2012 12.5% 5.6% -1.8% 6.5% 1.8%
2011 -4.5% -0.2% 1.9% -10.8% 5.3%
2010 15.0% 6.6% -7.9% 10.0% 6.5%
2009 18.1% -7.4% 4.6% 16.4% 4.7%
2008 -19.4% -8.0% -2.7% -6.5% -3.7%
2007 11.0% 4.0% 2.7% -0.4% 4.4%
2006 18.3% 7.4% -3.6% 6.1% 7.7%
2005 22.4% 4.4% 4.6% 5.9% 6.0%
2004 14.7% 3.8% 1.9% -0.5% 9.0%
2003 27.6% -4.9% 13.6% 7.1% 10.2%
2002 -7.4% -14.4% 8.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date08/02/2002
  • Share Class size388Mn
  • Base currencyGBX
  • ISIN GB0031189888

Purchase Info

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

Charges

  • Initial investment0

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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.

Franklin’s Russon benefits from retail and favours pharma

The UK manager is looking to less cyclical areas of the market to see him through any economic wobbles.

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