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Newton Sustainable Growth And Income Fund For Charities X Income (0P000130KE)

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1.83 +0.01    +0.65%
14/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 104.73M
Type:  Fund
Market:  United Kingdom
Issuer:  BNY Mellon Fund Managers Limited
ISIN:  GB00BH3H2669 
Asset Class:  Other
Newton Growth Fund for Charities X Income 1.83 +0.01 +0.65%

0P000130KE Overview

 
On this page you'll find an in-depth profile of Newton Sustainable Growth And Income Fund For Charities X Income. Learn about the key management, total assets, investment strategy and contact information of 0P000130KE among other information.
Category

GBP Moderately Adventurous Allocation

Total Assets

104.73M

Expenses

0.12%

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

Address The Bank of New York Mellon Centre
London,
United Kingdom
Phone -

Top Executives

Name Title Since Until
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.
Alison El-Araby Portfolio Manager 2022 2024
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.
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.
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