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CM Newton Fund Factsheet.pdf

CZ68_C2503.pdf
Preview of CM Newton Fund Factsheet
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📊 Size: 214 KB
📄 Pages: 2 pages
⬇️ Downloads: 73

Summary

CM Newton Global Equity fund has 64% in US Equities, 10.2% in UK Equities, and other allocations in various regions and sectors, with a fund size of £30.1m and launch date of 01/07/2002, managed by Louise Kernohan, Georgina Gregory, Simon Nichols, and Tom Wilson since 2023, aiming for capital growth from international securities, with top holdings including Microsoft, Amazon, and Apple, and past performance showing returns of 21% and 17.1% in 2023 and 2022 respectively, with a cumulative return of 80.7% from 2020 to 2025.

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Description

CM Newton Global Equity fund has 64% in US Equities, 10.2% in UK Equities, and other allocations in various regions and sectors, with a fund size of £30.1m and...

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  • File Format: PDF
  • File Size: 214 KB
  • Pages: 2
  • Language: EN
  • Total Downloads: 73
  • Last Updated: 2 weeks ago

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