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

OMW Newton Global Equity

2 FE Trustnet

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

To achieve capital growth from a portfolio of international securities.

Fund Manager ( Underlying )

Jeff Munroe




Primary Asset Class

Fund Size

GBP 4.44m as at 31-Jul-2017

Downloads ( Underlying )

Unit Name

OMW Newton Global Equity





Initial Charge


Unit Currency




Annual Charge



GBX 227.30


GBX 239.20

Change (Offer)

0.20 (0.09%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 5.62 1.65 4.03 7.62 39.45 70.65
Sector 7.99 3.49 4.70 13.99 40.18 72.79

Discrete Performance (%)

  2016 2015 2014 2013 2012
Fund 15.76 6.84 9.02 18.84 12.20
Sector 20.46 3.00 6.42 18.47 10.07

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
US Equities 50.64
UK Equities 11.68
Japanese Equities 7.82
Dutch Equities 5.73
German Equities 3.50
Swiss Equities 3.14
French Equities 3.08
Canadian Equities 2.76
Hong Kong Equities 2.34
Indian Equities 1.85
Israeli Equities 1.64
Irish Equities 1.23
Belgian Equities 1.07
Money Market 1.05
Norwegian Equities 0.98
South Korean Equities 0.65
Thai Equities 0.50
Brazilian Equities 0.35

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
United States 50.64
United Kingdom 11.68
Japan 7.82
Netherlands 5.73
Germany 3.50
Switzerland 3.14
France 3.08
Canada 2.76
Hong Kong 2.34
India 1.85
Israel 1.64
Ireland 1.23
Belgium 1.07
Cash 1.05
Norway 0.98
South Korea 0.65
Thailand 0.50
Brazil 0.35

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Information Technology 24.34
Consumer Staples 19.26
Health Care 13.96
Financials 13.15
Consumer Discretionary 12.62
Industrials 8.84
Energy 2.87
Utilities 2.52
Telecommunication Services 1.40
Cash 1.05

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.

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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.

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