Newton Global Higher Income
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| NEWTON GLOBAL HIGHER INCOME |
| INITIAL CHARGE |
DISCOUNT |
REDUCED INITIAL CHARGE |
| 4.0% |
4.0% |
0.0% |
| OUR VIEW: |
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This has been a remarkable fund since launch at the end of 2005, providing outstanding performance a good margin above its peers and the sector (Global Growth). Even over the last year it has generated positive returns. A strong buy for growth investors and for those looking for long term income generation, with potential for the income to grow from year to year.
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| RISK AND YOUR PORTFOLIO: |
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This is a medium risk fund, perhaps straddling higher risk due to the currency exposure, yet with the yield providing some comfort not shared by more aggressive, definitely higher risk, global funds. A fund of this quality could represent 20-30% of a portfolio.
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| ABOUT THE FUND: |
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To achieve increasing annual distributions together with long - term capital growth from investing predominantly in global securities.
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| FUND FACTS: |
| LAUNCHED |
FUND SIZE |
ANNUAL CHARGE |
FUND MANAGERS |
| 30/11/2005 |
£411.2 million |
1.5% |
James Harries |
| FUND PERFORMANCE: To 31st March 2009 |
| 0-12m |
12-24m |
24-36m |
36-48m |
48-60m |
| -20.18% |
+6.27% |
+9.26% |
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