Newton Emerging Income Inst W Acc

Ranked 157 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Sophia Whitbread

Sophia Whitbread is a portfolio manager on the Emerging and Asian Equity team at Newton Investment Management. She joined the firm in 2005 as a financial analyst specialising in the banking sector. Sophia moved to Edinburgh in 2010 working for Baillie Gifford, before returning to Newton in 2011 to assume her current role. Sophia graduated from the University of Cambridge with an MA (Hons) and MPhil in Classics and is a CFA charterholder.

Objective

The objective of the Sub-Fund is to achieve income together with long-term capital growth predominantly through investments in a diversified portfolio of securities (company shares and similar investments) in global emerging markets.The Sub-Fund may also invest (up to 10% of assets) in collective investment schemes

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.9%
2018 -11.7% -5.2% -2.2% 0.9% -5.6%
2017 13.8% 11.0% 0.6% 0.4% 1.5%
2016 30.0% 11.2% 8.9% 9.8% -2.2%
2015 -12.5% 3.4% -6.9% -11.3% 2.4%
2014 1.6% -0.7% 2.1% 2.0% -1.8%
2013 -6.4% 8.8% -7.6% -4.9% -2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. United Kingdom

Fund Info

  • Launch date04/10/2012
  • Base currencyGBP

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

Related News

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