Newton Global Opportunities

Ranked 126 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Robert Hay

Robert Hay is an investment manager at Newton Investment Management on the global equities team, and is lead manager of the global opportunities strategy. He is a member of the global equity and global ex-US equity model groups, which provide guidance for the construction of client portfolios. Robert began his career in the private investment division at Newton in 2000 and has managed a variety of global equity mandates. He is a CFA charterholder.

Objective

To achieve long-term capital growth from a concentrated portfolio predominately invested in the securities of companies located worldwide. 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.

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 8.4%
2018 -1.4% -5.9% 9.3% 6.7% -10.1%
2017 5.7% 2.7% -0.3% 0.1% 3.1%
2016 21.9% 3.6% 4.9% 7.9% 4.1%
2015 11.0% 8.5% -4.3% -3.9% 11.3%
2014 11.3% 0.6% 2.0% 2.6% 5.7%
2013 20.2% 15.5% 0.3% 0.2% 3.6%
2012 10.6% 6.9% -1.2% 5.3% -0.6%
2011 -9.1% 0.6% -0.7% -12.6% 4.1%
2010 20.4% 7.9% -7.4% 8.1% 11.5%
2009 23.0% -2.2% 4.4% 16.6% 3.4%
2008 -31.0% -10.1% 1.8% -21.0% -4.6%
2007 22.7% 3.2% 6.0% 3.4% 8.5%
2006 9.3% 12.8% -9.9% 1.6% 5.9%
2005 4.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
US Treasury 0.000% 14-Feb-2019 4.48%
USD Forward Contract 4.20%
Alphabet Inc ORD 4.19%
Microsoft Corp ORD 4.10%
Cisco Systems Inc ORD 2.99%
Royal Dutch Shell PLC ORD 2.97%
Unilever NV DR 2.91%
AIA Group Ltd ORD 2.87%
Ferguson Plc ORD 2.72%
Medtronic PLC ORD 2.70%
31/12/2018

Registered For Sale In

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

Fund Info

  • Launch date01/07/2005
  • Share Class size169Mn
  • Base currencyGBP
  • ISIN GB00B0C3H830

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0.00%

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