Newton Global Equity GBP Inc

Ranked 176 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Jeff Munroe

Jeff Munroe is investment leader of the Global Equities team and manages a range of global equities portfolios at Newton Investment Management. Prior to this role, he was CIO from 2001 to 2012. Jeff has 28 years’ investment experience, is a CFA charterholder and a member of the UK Society of Investment Professionals (UKSIP).

Objective

The objective of the Sub-Fund is to achieve capital growth from a portfolio of international securities. The Sub-Fund may also invest in collective investment schemes. Derivatives may be used for efficient portfolio management only.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.0%
2018 -2.7% -6.5% 9.0% 6.5% -10.4%
2017 9.6% 3.8% 0.9% -0.2% 4.9%
2016 19.7% 1.1% 6.1% 8.1% 3.2%
2015 8.2% 8.5% -4.8% -5.0% 10.2%
2014 10.1% 0.0% 2.0% 2.9% 4.9%
2013 23.5% 17.3% 0.8% 1.1% 3.4%
2012 11.6% 7.1% -1.8% 6.9% -0.8%
2011 -10.4% 1.7% 0.1% -15.2% 3.8%
2010 14.4% 7.0% -8.6% 6.4% 10.0%
2009 21.3% -5.9% 4.8% 17.7% 4.4%
2008 -26.4% -8.9% 0.8% -16.7% -3.9%
2007 14.7% 0.1% 5.0% 2.6% 6.3%
2006 4.0% 9.4% -9.8% 1.5% 3.9%
2005 25.4% 1.9% 6.2% 11.4% 4.0%
2004 10.8% 0.1% 0.6% 2.7% 7.1%
2003 29.1% -3.3% 16.6% 6.9% 7.2%
2002 -30.2% 3.9% -14.1% -24.4% 3.5%
2001 -14.8% -9.9% 2.9% -22.0% 17.7%
2000 -9.6% 6.5% -3.6% -3.9% -8.3%
1999 46.5% 3.4% 10.7% -4.9% 34.7%
1998 12.4% 8.8% 2.5% -15.0% 18.5%
1997 21.8% 11.0% 9.1% 6.2% -5.3%
1996 7.0% 7.6% 1.9% -2.1% -0.3%
1995 18.7% -3.1% 7.2% 6.1% 7.7%
1994 -7.0% -1.6% -0.5% -0.7% -4.3%
1993 21.4% 8.4% 3.8% 5.9% 1.9%
1992 11.0% -3.6% -5.6% 9.0% 11.8%
1991 21.9% 18.2% 6.4% 1.0% -4.0%
1990 -21.3% -8.9% 3.4% -23.6% 9.3%
1989 30.9% 11.9% 5.9% 5.5% 4.7%
1988 18.5% 6.9% 9.2% -0.8% 2.3%
1987 5.5% -29.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
USD Forward Contract 10.43%
Microsoft Corp ORD 4.62%
Alphabet Inc ORD 3.24%
Cisco Systems Inc ORD 2.87%
AIA Group Ltd ORD 2.85%
Insight ILF GBP Liquidity 5 2.72%
Altria Group Inc ORD 2.65%
Eversource Energy ORD 2.64%
Citigroup Inc ORD 2.57%
CMS Energy Corp ORD 2.49%
31/12/2018

Registered For Sale In

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

Fund Info

  • Launch date01/06/1987
  • Share Class size1,978Mn
  • Base currencyGBP
  • ISIN GB0006779986

Purchase Info

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

Charges

  • Annual management1.50%
  • 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).