• The Fund offers a diversified portfolio of securities primarily in the UK
• A strict quality control criteria is applied to ensure that only stocks with positive valuations are purchased
• Stocks which achieve their target valuation are immediately sold and the capital recycled in other ‘best ideas’ from Newton’s research recommended list
• A rated by Standard and Poor’s Fund Management

Risks which affect this investment

• Changes in rates of exchange may affect the value of investments in overseas companies
• There may be a higher risk due to either a limited number of securities, investment in a single country or geographical area
• Investments in smaller companies may be less liquid than larger companies and may have more volatile share prices

These factors may affect the performance of the Fund. You should read the Simplified Prospectus in full to understand the features and risks associated with this Fund. This document can be obtained from the link on the right hand side of this page or by calling 0500 66 00 00.

The Newton UK Opportunities Fund is not bound by an index and is driven by its core in house investment views. The Newton UK Opportunities Fund offers investors direct exposure to the ‘best ideas’ generated by Newton’s 26-strong research team. Stock selection is driven purely by company fundamentals – not market momentum or index weightings – meaning that the Fund’s manager is never a ‘forced buyer’. Instead, the manager is free to take up meaningful, long-term positions in the strongest analyst recommendations.

Past performance is not indicative of future performance Newton UK Opportunities Fund is part of our wide range of funds, each with distinctive investment objectives. They have been divided into several broad categories to help you narrow down your search. You should then read through the fund information within the fund factsheets and the Simplified Prospectus which will provide you with details of the features and risks associated with this fund. We also recommend that you seek advice from a professional advisor when selecting your investment. Please note that past performance is not indicative of future performance. The value of your shares and the income from them is not guaranteed and can fall as well as rise due to stock markets and currency movements, when you sell your investment you may get back less than you originally invested.