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Newton UK Opportunities Sterling Inc

Ranked 113 out of 253 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Christopher Metcalfe

Christopher Metcalfe joined Newton in 2006. He manages portfolios including the Newton UK Income Fund, the Newton UK Opportunities Fund, the Newton Multi Asset Growth Fund and the Newton Growth and Income Fund for Charities. Christopher joined Newton from Schroders, where he was Head of the UK Equity Prime team and ran their largest pension fund portfolios including Schroder’s own scheme. He began his career at Henderson where he was Head of UK Equities and was responsible for large pension funds. He holds an MBA from the Manchester Business School.

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 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 : 31/10/2015 - 31/10/2016

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 1.2% 1.7% 6.6%
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

Asset Allocation

Breakdown

30/09/2016

Top 10 Holdings

Stock Size
Relx PLC ORD 6.11
Diageo PLC ORD 5.74
Wolters Kluwer NV ORD 5.72
British American Tobacco PLC ORD 4.91
Compass Group PLC ORD 4.08
Reckitt Benckiser Group PLC ORD 3.67
Imperial Brands PLC ORD 3.67
National Grid PLC ORD 3.61
Sage Group PLC ORD 3.52
National Express Group PLC ORD 3.50
30/09/2016

Registered For Sale In

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

Fund Info

  • Launch date08/02/2002
  • Share Class size462Mn
  • Base currencyGBP
  • ISIN GB0031189888

Purchase Info

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

Charges

  • Initial investment0

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...more...

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