Factsheet: Newton Global Income Inst W Acc

Name
Newton Global Income Inst W Acc
Manager
BNY Mellon Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00B7S9KM94
Sector
Global Equity Income
Launched
04/09/2012
OCF
0.79 %
Risk Rating
3
3 Year Sharpe
1.07
3 Year Alpha
2.83
Yield
3 %
Benchmark
FTSE World TR GBP
The objective of the sub-fund is to generate distributions over an annual period together with long-term capital growth from investing predominantly in global securities. The Sub-Fund may also invest in collective investment schemes (including but not limited to another Sub-Fund or Sub-Funds of the Company). Derivatives may be used for efficient portfolio management only.
Holding %
Cisco Systems Inc 5.06 %
CA Inc 3.71 %
Maxim Integrated Products Inc 3.43 %
Diageo PLC 3.29 %
Ralph Lauren Corp Class A 3.06 %
Novartis AG 3.00 %
Gilead Sciences Inc 2.91 %
Unilever PLC 2.86 %
RELX NV 2.70 %
Royal Dutch Shell PLC Class A 2.41 %
Region %
United States 44.98 %
United Kingdom 22.52 %
Europe - ex Euro 13.86 %
Eurozone 10.43 %
Sector %
Consumer Defensive 26.11 %
Consumer Cyclical 17.90 %
Technology 16.26 %
Healthcare 10.90 %
Financial Services 7.54 %
Industrials 5.60 %
Utilities 5.18 %
Name
BNY Mellon Fund Managers Limited
Address
London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Ian Clark
Joined 03/20/2017

Mr. Clark is a director of Walter Scott and joined the firm in 1983.

Ian Clark
Joined 03/20/2017

Mr. Clark is a director of Walter Scott and joined the firm in 1983.

Data provided by Morningstar.

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