Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
1.72
-0.00
-0.20%
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
💰 Buffett reveals a $6.7B stake in Chubb. Copy the full portfolio for FREE with InvestingPro’s Stock Ideas tool Copy Portfolio
Newton Sustainable Growth And Income Fund For Charities Sterling Income (0P000130KF)
Add to/Remove from a Portfolio
Add to Watchlist
Type:
Fund
Market:
United Kingdom
Issuer:
BNY Mellon Fund Managers Limited
ISIN:
GB00BH3H2446
Asset Class:
Other
Newton Growth Fund for Charities Sterling Income
1.72
-0.00
-0.20%
- Overview
- Profile
- Historical Data
- Holdings
0P000130KF Overview
On this page you'll find an in-depth profile of Newton Sustainable Growth And Income Fund For Charities Sterling Income. Learn about the key management, total assets, investment strategy and contact information of 0P000130KF among other information.
Total Assets
97.77M
Expenses
0.72%
Inception Date
Feb 07, 2014
Investment Strategy
The Sub-Fund aims to generate capital growth and income over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 70% of the portfolio in global equities (company shares), including ordinary shares, preference shares and other equity-related securities and fixed income securities (bonds).
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Alison El-Araby | Portfolio Manager | 2022 | Now |
| Biography | Alison joined the team in October 2021 to work as a portfolio manager for the charity business. She gained considerable experience managing multi-asset charity portfolios at Barings Asset Management. Prior to this, Alison was an equity analyst at TT International. Alison is a CFA charterholder and graduated from the University of Bristol with a MSc in Physics. Outside of work, Alison is busy with her young family, but if she has free time she enjoys baking and reading. | ||
| Bhavin Surendra Shah | Portfolio Manager | 2020 | Now |
| Biography | Bhavin joined Newton in June 2011 as a portfolio manager in the mixed assets investment team. Prior to joining Newton, he worked at SG Hambros for seven years where he was responsible for managing client portfolios focused on absolute return and multi-asset strategies. Bhavin is co-lead manager on a numerous multi-asset accounts at Newton. In addition to portfolio management responsibilities, Bhavin is a member of the Investment Risk Oversight Group and is a co-lead of our ‘net effects’ thematic group, which focuses on digitalisation trends. Bhavin holds an MSc in Mathematics with distinction and is a CFA charterholder. | ||
| Rob Stewart | - | 2020 | 2022 |
| Biography | Mr. Stewart is Head of Responsible Research at Newton. He joined Newton in 2003. | ||
| Simon Nichols | Portfolio Manager | 2014 | 2020 |
| Biography | Simon joined Newton in 2001 and was responsible for research into a number of global industrial sectors before moving to portfolio management. Simon’s experience includes managing global, multi-asset, charity and UK equity portfolios. Simon is a chartered accountant (ACA) and prior to joining Newton he worked in both audit and insolvency practices at leading accountancy firms. He is a CFA charterholder, a member of the Chartered Institute for Securities and Investment (MCSI), and also holds a BA (Hons) degree in Industrial Economics from the University of Nottingham. Outside of work, Simon is a keen runner. | ||
| Hilary Meades | Head of Charities Investment | 2017 | 2018 |
| Biography | Hilary looks after a range of charity clients including educational, religious, medical and social charities. She has a wealth of experience in the fund management industry, having worked at James Capel and Charterhouse Bank before joining Newton following the acquisition of Capital House. Hilary is an Associate of the CFA Society of the UK and a Chartered Fellow of the Chartered Institute for Securities and Investment. She has passed the CFA ESG Certificate. Hilary has a history degree from the University of East Anglia. Outside of work, she enjoys walking, cooking and music. Hilary has worked at Newton for over 25 years. | ||
Write your thoughts about Newton Sustainable Growth And Income Fund For Charities Sterling Income
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review