Newton UK Opportunities Inst W Inc

Fund

Fund Info

  • Yield History2.16%
  • 3 Year sharpe0.53
  • 3 Year alpha-1.2
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.80%
  • SectorUK All Companies
  • Manager GroupBNY Mellon
  • DomicileUnited Kingdom
  • ISINGB00B7RLX837

Investment Strategy

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.