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See Newton Global Equity fund as a pension fund
See underlying Newton Global Equity fund

OMW Newton Global Equity

3 FE Trustnet

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

Long-term capital growth by investing in shares (i.e. equities) and similar investments of companies listed or located throughout the world.

Fund Manager ( Underlying )

Jeff Munroe




Primary Asset Class

Fund Size

GBP 2.08m as at 29-Jan-2016

Downloads ( Underlying )

Unit Name

OMW Newton Global Equity





Initial Charge


Unit Currency




Annual Charge



GBX 172.30


GBX 181.30

Change (Offer)

-2.40 (-1.37%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund -7.32 -6.15 -6.26 -2.05 20.32 30.53
Sector -8.26 -7.42 -8.82 -7.35 11.09 19.76

Discrete Performance (%)

  2015 2014 2013 2012 2011
Fund 6.84 9.02 18.84 12.20 -9.86
Sector 3.00 6.42 18.47 10.07 -8.89

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
US Equities 52.36
UK Equities 8.78
Japanese Equities 8.13
Swiss Equities 5.99
German Equities 4.76
Money Market 4.53
French Equities 3.27
Dutch Equities 2.50
Canadian Equities 1.98
Hong Kong Equities 1.90
Israeli Equities 1.81
Belgian Equities 1.54
Indian Equities 1.32
Norwegian Equities 1.02
Brazilian Equities 0.11

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
United States 52.36
United Kingdom 8.78
Japan 8.13
Switzerland 5.99
Germany 4.76
Cash 4.53
France 3.27
Netherlands 2.50
Canada 1.98
Hong Kong 1.90
Israel 1.81
Belgium 1.54
India 1.32
Norway 1.02
Brazil 0.11

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Health Care 19.66
Information Technology 19.61
Consumer Discretionary 16.34
Consumer Staples 15.21
Financials 10.02
Industrials 8.52
Cash 4.53
Telecommunication Services 2.57
Utilities 1.32
Materials 1.23
Energy 0.99

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.