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:

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. 


RISK AND YOUR PORTFOLIO:

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. 


ABOUT THE FUND:

To achieve increasing annual distributions together with long - term capital growth from investing predominantly in global securities.


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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Dennehy Weller & Co Ltd, 3 High Street, Chislehurst, Kent, BR7 5AB. Tel: 020 8467 1666. Authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 114360. Registered in England & Wales, No. 1476316. Registered Office: 303 High Street, Orpington, Kent, BR6 0NN. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at investors based in the UK.