Register for full access to Citywire’s Fund Manager database, news and analysis. Registration is free and only takes a minute.

Newton UK Opportunities

Ranked 10 out of 260 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Paul Stephany

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.

Performance

UK (All Companies) over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 5.0% -0.3% 0.0%
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

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
British American Tobacco PLC ORD 4.66
GlaxoSmithKline PLC ORD 4.56
Playtech PLC ORD 4.49
Centrica PLC ORD 4.14
Diageo PLC ORD 4.07
Meggitt PLC ORD 3.79
Plus500 Ltd ORD 3.76
Compass Group PLC ORD 3.68
Standard Life PLC ORD 3.64
Reed Elsevier PLC ORD 3.25
31/07/2014

Registered For Sale In

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

Fund Info

  • Launch date08/02/2002
  • Share Class size355Mn
  • Base currencyGBP
  • ISIN GB0031189888

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment0

Related News

Top performer:Schroder Recovery vs JOHCM UK Opps vs Newton UK Opps

How does the sector leader stack up against two more conservative mandates?

Two defensive fund managers who are still worth backing

Citywire's Head of Research Jonathan Miller examines the recent performance and investment style of two top fund managers from Newton and JO Hambro Capital Management.

Hold or fold: Newton UK Opportunities

Negativity about UK banks meant the fund did not benefit from the recent rally but its strong stance makes it attractive for our adviser panel

Sector Watch: Threadneedle and Newton set pace for UK growth funds

Christopher Metcalfe surged to the top of the UK All Companies sector to round off a successful 2007 for Newton Investment Management after fellow manager Ben Russon also achieved top-10 status.

Hold or Fold: Aberdeen UK Opportunities vs Newton UK Opportunities

A tough, competitive sector finds our panel hard to please again this week, but one contender has the strategy and potential to gain a positive majority.

JOHCM's Wood shuns mega-caps for new UK Opportunities fund

JO Hambro Capital Management's new recruit John Wood is considering an investment in Barclays but will otherwise select only Vodafone from the FTSE mega-cap stocks for his new UK Opportunities fund, which debuts at the end of this month.

Wood exit marks Shelton's retail renaissance

Former Newton star fund manager Robert Shelton has returned to retail fund management following the sudden departure of AA-rated John Wood from the group.

JO Hambro poaches AA-rated Wood

JO Hambro Capital Management has recruited top-performing fund manager John Wood from Newton to launch a new UK Opportunities fund.

Manager Ratings Update: Woodford back at AAA

Invesco Perpetual has plenty to celebrate this month as three of its managers take their first Citywire AAA rating in a year.

Newton launches Global Opportunities fund

Newton Investment Management is to launch an absolute return focused global equities fund to be managed by Alex Stanic.

...more...

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