Newton Global Higher Income Fund represents the joining of two of Newton's recognised streams of investment excellence - its renowned approach to equity income investment and outstanding record in the management of global equities. The result is a genuinely innovative fund that has pioneered the concept of income investment in the context of a global portfolio.
Newton Global Higher Income Fund aims to achieve increasing annual distributions together with long-term capital growth with a yield paid quarterly, by investing worldwide in a carefully selected portfolio of typically 60-80 international stocks. This Fund is likely to appeal to investors who have already established UK equity income investments who want to reduce risk by diversifying globally and benefit from the growing yields and dividend growth of global markets.
Newton Global Higher Income Fund has a disciplined investment process with strict buy and sell criteria. Stocks must yield 50% more than the FTSE World (£) Index to be considered for inclusion in the Fund and will be sold when their yield falls to below a 25% premium of the Index. While this approach enables the Fund to participate fully in continued global growth, its emphasis on dividend income provides the potential for consistent income streams.
Key Information
- A powerful combination of Newton's proven strengths in equity income and global equity investment
- Quarterly distributions
- Aims for increasing annual income
- Disciplined investment process with strict buy/sell criteria
- Capital growth potential from focused investment in dynamic Asian economies and emerging markets
- Stock selection and asset allocation within the Fund are driven by Newton's renowned global thematic research process
- 'A' rated by Standard & Poor's Fund Management
Source:Newton as at 30 April 2008
Stock selection is key to the performance of the Fund. The lead manager, James Harries, has the freedom to seek out the strongest opportunities with no restrictions on company size, sector or market weighting . The Fund holdings are continuously monitored to ensure that the investment case and yield discipline remain intact.
To invest in Newton Global Higher Income Fund on behalf of your client now, follow the Invest Online link or download the application forms.
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