Factsheet: Newton Global Opportunities Inst W Acc

Name
Newton Global Opportunities Inst W Acc
Manager
BNY Mellon Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00B83R9Z17
Sector
Global
Launched
04/09/2012
OCF
0.83 %
Risk Rating
3
3 Year Sharpe
0.96
3 Year Alpha
-0.82
Yield
0.9 %
Benchmark
MSCI ACWI NR USD
The objective of the Sub-Fund is to achieve long-term capital growth from a concentrated portfolio predominantly invested in the securities of companies located worldwide. The Sub-Fund does not have a bias towards any economic sector or company size. The Sub-Fund may also invest in collective investment schemes.
Holding %
Microsoft Corp 3.82 %
Alphabet Inc A 3.70 %
US Treasury Bill 3.40 %
Citigroup Inc 2.95 %
Ferguson PLC 2.92 %
Gilead Sciences Inc 2.86 %
TJX Companies Inc 2.83 %
Cisco Systems Inc 2.77 %
Vivendi SA 2.75 %
Unilever NV DR 2.68 %
Region %
United States 50.92 %
Eurozone 14.84 %
Japan 9.84 %
United Kingdom 9.56 %
Europe - ex Euro 5.02 %
Sector %
Technology 24.29 %
Consumer Defensive 21.90 %
Consumer Cyclical 15.19 %
Financial Services 14.34 %
Healthcare 9.96 %
Industrials 7.16 %
Name
BNY Mellon Fund Managers Limited
Address
London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Rajesh Shant
Joined 04/28/2016

Raj Shant gained a joint honours degree in Economics & Management from Leeds. Before joining Newton Raj worked at Credit Suisse Asset Management. At CSAM, Raj became a Director of European Equities responsible for a team of three people running over $3.5 billion of assets. In his two years as head of the team the CS European Fund rose from being fourth quartile to being top quartile in its universe. Raj joined Newton in 2002 as Investment Leader, European Equities.

Rajesh Shant
Joined 04/28/2016

Raj Shant gained a joint honours degree in Economics & Management from Leeds. Before joining Newton Raj worked at Credit Suisse Asset Management. At CSAM, Raj became a Director of European Equities responsible for a team of three people running over $3.5 billion of assets. In his two years as head of the team the CS European Fund rose from being fourth quartile to being top quartile in its universe. Raj joined Newton in 2002 as Investment Leader, European Equities.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.