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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Paul Stephany

Paul Stephany

Showing manager performance in United Kingdom View performance globally

About 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.

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Citywire Rating: AAA rated

2015

  • ORated AA in Oct 2015
  • NRated AAA in Nov 2015
  • DRated AAA in Dec 2015

2016

  • JRated AAA in Jan 2016
  • FRated AAA in Feb 2016
  • MRated AAA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JRated AAA in Jul 2016
  • ARated AAA in Aug 2016
  • SRated AAA in Sep 2016

Performance

Equity - UK (All Companies)
over : 31/08/2015 - 31/08/2016

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 1.2% 1.4%
2015 12.4% 7.2% -1.2% 0.7% 5.3%
2014 9.8% 5.0% -0.3% 0.0% 4.9%
2013 -1.0% 3.1% 5.8%

Related News

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.

Newton’s Stewart gets co-manager on £3bn fund; Russon exits

Newton Investment Management's appoints Matt Brown as a co-manager alongside Iain Stewart on its Balanced fund, while Ben Russon, manager of its £350 million UK Opportunities fund, exits.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.