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Newton UK Opportunities

Ranked 118 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 maximise long-term capital growth from a concentrated portfolio primarily invested in the securities of UK companies. 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 (including but not limited to another Sub-Fund or Sub-Funds of the Company). Derivatives may be used for efficient portfolio management only.

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 9.4%
2018 -10.0% -5.0% 7.4% -1.7% -10.3%
2017 10.9% 5.3% 1.6% 0.7% 3.0%
2016 5.7% 1.2% 1.7% 6.6% -3.7%
2015 12.4% 7.2% -1.2% 0.7% 5.3%
2014 9.8% 5.0% -0.3% 0.0% 4.9%
2013 21.8% 12.8% -1.0% 3.1% 5.8%
2012 12.5% 5.6% -1.8% 6.5% 1.8%
2011 -4.5% -0.2% 1.9% -10.8% 5.3%
2010 15.0% 6.6% -7.9% 10.0% 6.5%
2009 18.1% -7.4% 4.6% 16.4% 4.7%
2008 -19.4% -8.0% -2.7% -6.5% -3.7%
2007 11.0% 4.0% 2.7% -0.4% 4.4%
2006 18.3% 7.4% -3.6% 6.1% 7.7%
2005 22.4% 4.4% 4.6% 5.9% 6.0%
2004 14.7% 3.8% 1.9% -0.5% 9.0%
2003 27.6% -4.9% 13.6% 7.1% 10.2%
2002 -7.4% -14.4% 8.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 7.92%
Diageo PLC ORD 7.72%
Relx PLC ORD 5.49%
Anglo American PLC ORD 4.86%
Smith & Nephew PLC ORD 4.82%
BP PLC ORD 4.80%
Prudential PLC ORD 4.24%
National Express Group PLC ORD 3.57%
SAP SE ORD 3.50%
Unilever PLC ORD 3.37%
31/12/2018

Registered For Sale In

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

Fund Info

  • Launch date08/02/2002
  • Share Class size320Mn
  • Base currencyGBP
  • ISIN GB0031189888

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).