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Newton Global Emerging Markets Inst W Acc

Ranked 298 out of 839 in - Global Emerging Markets over 12 months
All calculations are in USD unless stated

Managed by

Robert Marshall-Lee

Robert Marshall-Lee is the investment leader of the emerging market team, and the manager of the Newton Global Emerging Markets Fund. He is also a leader on thematic research. Since joining Newton in 1999, Robert has worked as a global industry analyst specializing in the mining, paper, steel, tobacco and utility sectors, before becoming a fund manager for global and, since early 2011, emerging market funds. Robert began his career at Deloitte & Touche as a supervisor in the financial services practice. He holds the ACA (Chartered Accountant) and ASIP (Investment) qualifications.

Objective

The investment objective of the Fund is to achieve long term capital growth. The Fund will invest primarily (meaning at least three quarters of the Fund’s assets) in equity and equity related securities (these may include, but are not limited to, ETFs, REITs, P Notes and convertible bonds).

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Emerging Markets over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 14.5% 10.6%
2016 2.3% 0.9% 1.2% 11.2% -9.9%
2015 8.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/07/2015
  • Base currencyGBP
  • ISIN GB00BVRZK937

Purchase Info

  • Min. initial investment1,000Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).