CM Newton Fund Factsheet.pdf

BAB1_C8427.pdf
Preview of CM Newton Fund Factsheet
🔗 Source: factsheets.financialexpress.net
📊 Size: 210 KB
📄 Pages: 2 pages
⬇️ Downloads: 167

Summary

CM Newton Global Income fund has 46.8% in US Equities, 12.7% in UK Equities, and other allocations in French, German, Hong Kong, Italian, Dutch, Swedish, and Swiss Equities. The fund aims for increasing annual distributions and long-term capital growth, with a launch date of 03/03/2008 and a size of £9.3m. The top ten holdings include CISCO SYSTEMS, INC., CME GROUP INC. CLASS A, and SANOFI, with a total of 25.5%. Past performance shows returns of 6.5% and 3.9% for 2023-2024 and 2022-2023, respectively. The fund has a FE fundinfo Crown Rating and Morningstar Medalist Rating, with quartile rankings of 1 and 2 for different periods.

Description

CM Newton Global Income fund has 46.8% in US Equities, 12.7% in UK Equities, and other allocations in French, German, Hong Kong, Italian, Dutch, Swedish, and...

Technical Information

  • File Format: PDF
  • File Size: 210 KB
  • Pages: 2
  • Language: EN
  • Total Downloads: 167
  • Last Updated: 1 week ago

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