Newton Growth and Income Fund for Charities Sterling Accumulation
Fund
ISIN GB00BH3H2990 / Valor 24695880
NAV (2024-12-20)
GBP 2.29+0.07%
Newton Growth and Income Fund for Charities Sterling Accumulation
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The fund aims to generate capital growth and income growth over a period of 5-7 years by investing at least 70% of its assets in a global portfolio of equities and fixed income securities.
Fund Exposure
The fund has the flexibility to invest anywhere in the world and at least 70% of its assets are allocated to a global portfolio of equities and fixed income securities. It may also invest in emerging markets, cash and deposits, infrastructure, renewable energy, property, commodities indirectly, and fixed income securities rated below investment grade. The fund may use derivatives for risk management or to enhance returns.
Risks
Some of the risks associated with this fund include market risk, credit risk, interest rate risk, currency risk, and the potential for loss of capital. Additionally, investing in emerging markets and below investment grade securities may introduce higher levels of risk and volatility. Investors should carefully consider these risks before investing in the fund.
fixed incomeglobal equitiesftse all sharesoniaftse actuaries uk conventional gilts all stocksftse world ex uk
Ratings & reviews
0.00
0 votes
Performance:
0.00
Innovation:
0.00
Society:
0.00
Nature:
0.00
OTHER SHARE CLASSES OF THIS FUND
Newton Growth and Income Fund for Charities X Accumulation
Newton Growth and Income Fund for Charities X Accumulation
Newton Growth and Income Fund for Charities X Accumulation
Valor: 36138386
Annual Return
-50%0%+50%
Risk level
110
0.07%GBP 1.76
Newton Growth and Income Fund for Charities Income 2 Sterling Income
Newton Growth and Income Fund for Charities Income 2 Sterling Income
Newton Growth and Income Fund for Charities Income 2 Sterling Income
Valor: 12598271
Annual Return
-50%0%+50%
Risk level
110
0.06%GBP 1.11
Newton Growth and Income Fund for Charities X Income
Newton Growth and Income Fund for Charities X Income
Newton Growth and Income Fund for Charities X Income
Valor: 24696362
Annual Return
-50%0%+50%
Risk level
110
0.06%GBP 1.85
Newton Growth and Income Fund for Charities Sterling Income
Newton Growth and Income Fund for Charities Sterling Income
Newton Growth and Income Fund for Charities Sterling Income
Valor: 24512604