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GB00B39R2L79 GB00B39R2N93 GB00B39R2V77 GB00B39R2S49 Macroaxis 20 Government Farming Books 
Benchmark SP 500  1,648   2.78  Index Moved Down -0.17% ...


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Newton quote and profile

 
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127.0
  
FUND
1.00  Macroaxis: 0.79 Up   0.79%  

Diversification Suggestion

Use Newton to enhance returns of your portfolios. The fund experiences moderate upward volatility
Unless we do not have data at the moment the returns on S&P 500 and Newton are completely uncorrelated
Newton Global Higher Income X Net Inc not significant BetaNewton Global Higher Beta Legend
B3VWVN5 United Kingdom London
Newton Global Higher Income X Net Inc
BNY Mellon Asset Management Ltd.
Global Large-Cap Value Equity
Benchmark S&P 500
Currency: GBP - Pound Sterling
Traded on London Stock Exchange
    
Number of Employees1
Net Asset3.69 B
 thisGreen B3VWVN5 B3VWVN5.L agains markets  0.79 % Macroaxis: 0.79 Moved Up  
 
 United States SP 500   0.18 % Macroaxis: 0.18 Moved Down  
 
 United Kingdom FTSE   0.63 % Macroaxis: 0.63 Moved Down  
 
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James Harries  Money Manager
Fund Manager since November 29, 2005
James is a member of Newton??s global investment team, and is alternate manager of the Newton Real Return Fund for sterlingbased investors. He manages both global equity and multiasset mandates, and is lead manager of th...
    

Newton Summary

Newton Global Higher Income X Net Inc [B3VWVN5] is traded in UK and was established in October 7, 2010. The fund is listed under Global Large-Cap Value Equity category and is part of BNY Mellon Asset Management Ltd. family. This fund currently has accumulated 3.69 B in assets under management (AUM) with minimum initial investment of . Newton Global Higher Income X Net Inc is currenly generating return of 10.47% with the current yeild of 4.5%, while the total return for the last year was 5.22%.

Fund Instrument Allocation for Newton

The fund consists of 85.98% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
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Newton Research Report

Newton vs. B19HW91

Correlation analysis and fundamentals comparison between Newton Global Higher and Newton Global Higher

Newton Fundamentals

Bond Positions Weight vs Equity Positions Weight
Price to Earning vs Year to Date Return
Bond Positions Weight vs One Year Return
Price to Sales vs Year to Date Return

 
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