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Newton Global Emerging Markets Inst W Acc

Ranked 160 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Robert Marshall-Lee

Robert Marshall-Lee is the investment leader of the emerging market team, and the manager of the Newton Global Emerging Markets Fund. He is also a leader on thematic research. Since joining Newton in 1999, Robert has worked as a global industry analyst specializing in the mining, paper, steel, tobacco and utility sectors, before becoming a fund manager for global and, since early 2011, emerging market funds. Robert began his career at Deloitte & Touche as a supervisor in the financial services practice. He holds the ACA (Chartered Accountant) and ASIP (Investment) qualifications.

Objective

The investment objective of the Fund is to achieve long term capital growth. The Fund will invest primarily (meaning at least three quarters of the Funds assets) in equity and equity related securities (these may include, but are not limited to, ETFs, REITs, P Notes and convertible bonds). The Sub-Fund will invest predominantly in companies listed, traded, located or deriving at least half of their revenue or income from emerging market countries across the world. Derivatives may be used for efficient portfolio management only.

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 8.5%
2018 -19.6% -9.7% 2.0% -6.7% -6.4%
2017 35.6% 13.1% 6.5% 3.0% 9.3%
2016 22.1% 3.5% 8.8% 14.4% -5.3%
2015 11.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. United Kingdom

Fund Info

  • Launch date27/07/2015
  • Base currencyGBP
  • ISIN GB00BVRZK937

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • 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).