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Newton UK Equity Sterling Inc

Ranked 29 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Emma Mogford

Emma Mogford joined Neptune in July 2007 as an Investment Analyst, having graduated from Cambridge University with first class honours in Natural Sciences. She became a Fund Manager in 2010 and undertakes global research on the chemicals and utilities sector. Mogford focuses on a mixed asset strategy with a top down and global sector driven investment style and is a CFA charter holder. Outside of work Emma enjoys skiing.

Simon Nichols

Chris Smith

Objective

The objective of the Sub-Fund is to achieve capital growth and income from a portfolio of predominantly UK securities. The Fund will: invest in the UK; invest in company shares and similar investments; invest in companies of all sizes (e.g. small, medium and large companies) and in any industry (e.g. pharmaceuticals, financials, etc); and limit investment in other collective investment schemes to 10%.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.9%
2018 -7.2% -6.1% 8.9% 0.1% -9.4%
2017 10.8% 4.5% 2.8% 0.7% 2.5%
2016 4.5% -1.1% 1.2% 7.2% -2.6%
2015 10.9% 6.1% -0.5% -0.1% 5.2%
2014 6.8% 0.2% -2.1% 3.0% 5.8%
2013 17.8% 12.3% -3.6% 3.1% 5.5%
2012 18.2% 11.8% -3.2% 6.2% 2.9%
2011 -11.8% -1.0% 0.4% -16.3% 6.1%
2010 15.1% 5.9% -8.1% 11.5% 6.1%
2009 11.7% -9.3% 2.5% 15.4% 4.2%
2008 -17.8% -10.9% 2.4% -9.8% -0.1%
2007 18.0% 2.9% 6.1% 1.8% 6.1%
2006 10.5% 6.1% -3.3% 2.6% 4.9%
2005 17.8% 2.5% 5.2% 6.7% 2.4%
2004 12.8% 0.7% 2.2% 2.3% 7.1%
2003 21.7% -5.1% 12.6% 4.8% 8.6%
2002 -19.8% 1.9% -9.9% -16.5% 4.6%
2001 -8.7% -5.5% 2.2% -14.0% 10.1%
2000 3.6% -1.6% 2.5% 0.0% 2.8%
1999 22.2% 10.1% 5.7% -6.0% 11.8%
1998 19.5% 15.0% 1.9% -10.0% 13.3%
1997 30.0% 5.9% 3.2% 13.6% 4.7%
1996 14.3% 1.5% 1.9% 3.5% 6.9%
1995 18.6% -1.2% 4.8% 12.0% 2.3%
1994 -3.2% -5.2% -5.2% 4.6% 2.9%
1993 36.9% 10.7% 2.4% 8.3% 11.5%
1992 26.5% 3.7% 7.8% 0.1% 13.0%
1991 19.1% 14.3% -0.2% 10.4% -5.4%
1990 -4.1% -0.3% 5.6% -14.3% 6.3%
1989 41.9% 17.8% 5.2% 7.2% 6.8%
1988 12.8% 6.1% 3.6% 2.4% 0.3%
1987 53.7% 35.7% 23.6% 7.5% -14.7%
1986 31.4% 18.0% 6.5% -2.6% 7.3%
1985 8.0% 8.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 8.21%
Diageo PLC ORD 6.08%
BP PLC ORD 4.85%
Unilever PLC ORD 3.68%
AstraZeneca PLC ORD 3.53%
Prudential PLC ORD 3.53%
Relx PLC ORD 3.42%
Lloyds Banking Group PLC ORD 2.93%
Vodafone Group PLC ORD 2.77%
Insight Liquidity Funds - GBP Liquidity 5 2.76%
31/12/2018

Registered For Sale In

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

Fund Info

  • Launch date01/05/1985
  • Share Class size794Mn
  • Base currencyGBP
  • ISIN GB0006779549

Purchase Info

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

Charges

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

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