Newton Ethically Screened Fund for Charities Sterling IncomeRegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 15.0 | -7.5 | 8.7 | 7.8 | 3.9 |
![]() | +/-Cat | 3.8 | 2.6 | 0.4 | -1.2 | 0.5 |
![]() | +/-B’mrk | 2.7 | -0.2 | -1.9 | -3.5 | 0.4 |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 07/02/2025 | GBX 206.25 | |
Day Change | -0.40% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Flexible Investment | |
ISIN | GB00B4VV6B25 | |
Fund Size (Mil) 31/01/2025 | GBP 111.07 | |
Share Class Size (Mil) 31/01/2025 | GBP 58.60 | |
Max Initial Charge | 1.00% | |
Ongoing Charge 02/12/2024 | 0.70% |
Investment Objective: Newton Ethically Screened Fund for Charities Sterling Income |
The objective of the fund is to achieve a balance between capital growth and income for investors which are Charities, over the long term (5 years or more). The fund is actively managed and invests in equities (company shares) and fixed income securities (bonds) issued by companies and governments globally, screened against negative criteria set out, which seek to identify and avoid issuers that participate in specific areas of activity that are not considered to be suitable investments for the fund. |
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Management | ||
Manager Name Start Date | ||
Bhavin Shah 02/07/2018 | ||
Inception Date 17/05/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
5% 7 Day Compounded SONIA , 37.5% FTSE World Ex UK TR GBP , 37.5% FTSE AllSh TR GBP , 20% FTSE Act UK Cnvt Gilts All Stocks TR GBP | Morningstar UK Mod Adv Tgt Alloc NR GBP |
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Portfolio Profile for Newton Ethically Screened Fund for Charities Sterling Income | 31/12/2024 |
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