Newton Continental European

Ranked 23 out of 127 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

Managed by

Paul Markham

Paul Markham is a portfolio manager at Newton Investment Management. He manages a selection of global regional equity mandates and is a co-leader of the Innovation Themes group. He has been a member of the Global Equity team for more than 15 years and is also a member of the global ex-US model group. Prior to joining the firm in 1998, he worked in capital markets with Morgan Stanley.

Objective

To objective of the Sub-Fund is to achieve capital growth from a portfolio of predominantly European securities (company shares and similar investments). The Sub-Fund may also invest in collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.7%
2018 -8.8% -5.5% 5.0% 2.7% -10.5%
2017 18.4% 6.1% 6.2% 2.9% 2.2%
2016 14.2% 1.5% 5.0% 7.0% 0.3%
2015 8.6% 10.7% -5.2% -2.0% 5.5%
2014 -1.5% 2.3% -2.6% -0.8% -0.4%
2013 24.8% 9.2% 0.6% 7.1% 6.2%
2012 18.8% 10.9% -6.5% 8.1% 6.0%
2011 -17.1% 1.0% 0.2% -20.6% 3.3%
2010 2.5% 1.9% -14.4% 8.9% 7.9%
2009 15.3% -13.2% 7.1% 24.4% -0.3%
2008 -18.1% -5.0% 1.4% -14.6% -0.5%
2007 15.6% 2.2% 6.5% 4.1% 2.1%
2006 18.3% 12.9% -3.6% 3.2% 5.3%
2005 22.1% 1.5% 5.0% 9.3% 4.9%
2004 13.9% -2.8% 4.4% 2.7% 9.4%
2003 27.0% -4.9% 16.4% 3.1% 11.3%
2002 -23.7% 2.8% -8.4% -22.4% 4.3%
2001 -19.9% -11.3% -1.1% -15.4% 8.0%
2000 -0.3% 2.0% 2.0% -5.8% 1.7%
1999 18.0% -2.4% 6.0% -5.8% 21.0%
1998 44.1% 21.5% 12.9% -13.9% 22.0%
1997 36.1% 10.2% 11.7% 9.6% 0.9%
1996 16.6% 11.7% 5.7% 0.5% -1.7%
1995 27.9% 0.9% 11.4% 7.8% 5.6%
1994 -4.3% 0.4% -4.4% 2.2% -2.4%
1993 28.4% 7.5% -1.1% 10.9% 9.0%
1992 11.4% 7.7% -4.7% 1.1% 7.3%
1991 13.7% 12.9% 3.1% 0.8% -3.1%
1990 -25.0% -0.4% 0.4% -23.8% -1.6%
1989 60.0% 9.1% 19.9% 9.9% 11.3%
1988 27.1% 1.1% 11.8% 5.4% 6.6%
1987 5.8% -31.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Nestle SA ORD 5.21%
Insight Liquidity Funds - GBP Liquidity 5 4.94%
Novartis AG ORD 4.33%
Roche Holding AG Par 4.01%
Wolters Kluwer NV ORD 3.64%
Thales SA ORD 3.60%
Zurich Insurance Group AG ORD 3.50%
SAP SE ORD 3.33%
Vivendi SA ORD 3.29%
Unilever NV DR 3.09%
31/03/2019

Registered For Sale In

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

Fund Info

  • Launch date01/06/1987
  • Share Class size140Mn
  • Base currencyGBP
  • ISIN GB0006778681

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).