LSE - Delayed Quote GBp
Newton Sst Gr and Inc for Chrts X Inc (0P000130KE.L)
At close: October 14 at 9:00 PM GMT+1
Fund Summary
Fund Summary Information Not Available
Newton Sst Gr and Inc for Chrts X Inc
160 Queen Victoria Street
The Bank of New York Mellon Centre
Fund Overview
Category | -- |
Fund Family | BNY Mellon Fund Managers Limited |
Net Assets | 91.88M |
YTD Return | 8.13% |
Yield | 2.07% |
Morningstar Rating | |
Inception Date | Mar 17, 2023 |
Fund Operations
Last Dividend | 0.04 |
Last Cap Gain | -- |
Holdings Turnover | -- |
Average for Category | -- |
Fees & Expenses
Expense | 0P000130KE.L | Category Average |
---|---|---|
Annual Report Expense Ratio (net) | 0.00% | -- |
Prospectus Net Expense Ratio | 0.00% | -- |
Prospectus Gross Expense Ratio | 0.00% | -- |
Max 12b1 Fee | -- | -- |
Max Front End Sales Load | -- | -- |
Max Deferred Sales Load | -- | -- |
3 Yr Expense Projection | 0 | -- |
5 Yr Expense Projection | 0 | -- |
10 Yr Expense Projection | 0 | -- |
Management Information
Bhavin Surendra Shah, Lead Manager since October 08, 2020
Bhavin joined Newton in June 2011 as a portfolio manager in the mixed assets investment team. Prior to joining Newton, he worked at SG Hambros for seven years where he was responsible for managing client portfolios focused on absolute return and multi-asset strategies. Bhavin is co-lead manager on a numerous multi-asset accounts at Newton. In addition to portfolio management responsibilities, Bhavin is a member of the Investment Risk Oversight Group and is a co-lead of our ‘net effects’ thematic group, which focuses on digitalisation trends.
Bhavin holds an MSc in Mathematics with distinction and is a CFA charterholder. Morningstar Style Box
Morningstar Category
Related Tickers
LCMGX Lord Abbett Micro Cap Growth Fund
19.86
+2.53%
LMIYX Lord Abbett Micro Cap Growth I
20.70
+2.53%
LFMGX Lord Abbett Micro Cap Growth F
20.70
+2.53%
LAMGX Lord Abbett Micro Cap Growth A
16.73
+2.51%
KINCX Kinetics Internet Adv C
64.58
+2.28%
WWWFX Kinetics Internet No Load
87.67
+2.27%
KINAX Kinetics Internet Adv A
79.13
+2.27%
FSELX Fidelity Select Semiconductors
35.86
+1.82%
FELIX Fidelity Advisor Semiconductors I
96.96
+1.80%
FELTX Fidelity Advisor Semiconductors M
83.49
+1.79%
FIKGX Fidelity Advisor Semiconductors Z
97.22
+1.79%
FELAX Fidelity Advisor Semiconductors A
89.53
+1.78%
FELCX Fidelity Advisor Semiconductors C
71.36
+1.78%
RYSIX Rydex Electronics Inv
459.42
+1.78%
RYELX Rydex Electronics A
417.32
+1.78%
RYSAX Rydex Electronics H
404.35
+1.78%
RYSCX Rydex Electronics C
352.02
+1.78%
RYVYX Rydex NASDAQ-100 2x Strategy H
559.60
+1.62%
RYVLX Rydex NASDAQ-100 2x Strategy A
559.77
+1.62%
RYCCX Rydex NASDAQ-100 2x Strategy C
402.77
+1.61%
UOPIX ProFunds UltraNASDAQ-100 Fund
110.49
+1.60%
UOPSX ProFunds UltraNASDAQ-100 Fund
76.18
+1.59%
FSPTX Fidelity Select Technology
37.29
+1.58%
FIKHX Fidelity Advisor Technology Z
140.75
+1.57%
FADTX Fidelity Advisor Technology A
124.43
+1.57%
FATIX Fidelity Advisor Technology Fund
140.65
+1.57%
FTHCX Fidelity Advisor Technology C
90.85
+1.57%
FATEX Fidelity Advisor Technology Fund
112.94
+1.56%
FAUFX Fidelity Advisor Utilities Fund
46.82
+1.54%
FSUTX Fidelity Select Utilities
126.41
+1.53%
FIKIX Fidelity Advisor Utilities Z
47.83
+1.53%
FUGIX Fidelity Advisor Utilities I
47.86
+1.53%
FUGAX Fidelity Advisor Utilities A
46.65
+1.52%
FUGCX Fidelity Advisor Utilities C
45.45
+1.52%
QSTAX Quantified STF Advisor
17.47
+1.51%
FSHCX Fidelity Select Health Care Svcs Port
131.75
+1.50%
WIREX Wireless
19.69
+1.49%
QSTFX Quantified STF Investor
18.48
+1.48%
PRUAX PGIM Jennison Utility A
16.59
+1.47%
PRUQX PGIM Jennison Utility R6
16.64
+1.46%
PCUFX PGIM Jennison Utility Fund
16.43
+1.42%
JDURX PGIM Jennison Utility Fund
16.56
+1.41%
PRUZX PGIM Jennison Utility Z
16.67
+1.40%
UPDDX Upright Growth & Income
18.91
+1.39%
PDEQX PGIM Jennison Emerging Markets Equity Opportunities Fund
18.29
0.00%
PDEAX PGIM Jennison Emerging Markets Equity Opportunities Fund
17.80
0.00%
KMKCX Kinetics Market Opportunities Adv C
64.79
+1.35%
KMKYX Kinetics Market Opportunities Inst
71.09
+1.34%
KMKNX Kinetics Market Opportunities No Load
69.84
+1.33%
KMKAX Kinetics Market Opportunities Adv A
68.52
+1.33%
FIUIX Fidelity Telecom and Utilities
34.51
+1.23%
CTYRX Columbia Global Technology Growth Adv
92.00
+1.19%
CTHRX Columbia Global Technology Growth Inst2
92.87
+1.19%
CMTFX Columbia Global Technology Growth Inst
90.59
+1.18%
CGTUX Columbia Global Technology Growth Inst3
93.33
+1.18%
CTCAX Columbia Global Technology Growth A
85.67
+1.18%
CTHCX Columbia Global Technology Growth C
72.97
+1.18%
UMPIX ProFunds UltraMid Cap Fund
70.85
+1.16%
UMPSX ProFunds UltraMid Cap Fund
54.42
+1.15%
FSHOX Fidelity Select Construction & Housing
133.52
+1.15%
NWJCX Nationwide NYSE Arca Tech 100 Idx A
137.30
+1.13%
NWJEX Nationwide NYSE Arca Tech 100 Idx R6
139.18
+1.13%
NWJFX Nationwide NYSE Arca Tech 100 Idx InsSvc
139.29
+1.13%
SGTTX Columbia Seligman Global Tech Inst2
83.05
+1.13%
CGTYX Columbia Seligman Global Tech Inst3
82.39
+1.13%
CCHRX Columbia Seligman Global Tech Adv
84.34
+1.13%
SGTRX Columbia Seligman Global Tech R
73.64
+1.13%
SHGTX Columbia Seligman Global Tech A
79.07
+1.13%
GLIFX Lazard Global Listed Infrastructure Portfolio
16.23
+1.12%
GLFOX Lazard Global Listed Infrastructure Portfolio
16.24
+1.12%
CSGZX Columbia Seligman Global Tech Inst
82.20
+1.12%
KNPCX Kinetics Paradigm Adv C
109.51
+1.12%
CCIZX Columbia Seligman Tech & Info Inst
157.74
+1.12%
SCIOX Columbia Seligman Tech & Info Adv
128.74
+1.12%
CCOYX Columbia Seligman Technology and Information Fund
157.23
+1.11%
KNPAX Kinetics Paradigm Adv A
122.71
+1.11%
SCMIX Columbia Seligman Tech & Info Inst2
159.08
+1.11%
WWNPX Kinetics Paradigm No Load
129.17
+1.11%
KNPYX Kinetics Paradigm Instl
131.08
+1.11%
SLMCX Columbia Seligman Tech & Info A
134.81
+1.11%
SCICX Columbia Seligman Tech & Info C
59.35
+1.11%
SCIRX Columbia Seligman Tech & Info R
122.02
+1.10%
SHTCX Columbia Seligman Global Tech C
47.82
+1.10%
PFSLX Paradigm Select Fund
81.83
+1.09%
NWHTX Nationwide Bailard Tech & Sci R6
34.58
+1.08%
NWHOX Nationwide Bailard Tech & Sci A
30.88
+1.08%
NWHQX Nationwide Bailard Tech & Sci M
34.74
+1.08%
MEFOX Meehan Focus
60.61
+1.07%
FSLBX Fidelity Select Brokerage & Inv Mgmt
172.36
+1.07%
WGMCX Wasatch Ultra Growth Institutional
35.09
+1.07%
STCAX Virtus Silvant Large-Cap Growth Stock Fund
15.18
+1.07%
JNGTX Janus Henderson Glb Tech and Innovt D
69.67
+1.06%
NWHUX Nationwide Bailard Tech & Sci Instl Svc
34.39
+1.06%
JATNX Janus Henderson Global Technology and Innovation Fund
69.84
+1.06%
JATSX Janus Henderson Global Technology and Innovation Fund
64.38
+1.05%
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
27.87
+1.05%
PGKRX PGIM Jennison Technology R6
27.93
+1.05%
STCZX Virtus Silvant Large-Cap Growth Stock Fund
15.44
+1.05%
PGKCX PGIM Jennison Technology C
26.06
+1.05%
JATAX Janus Henderson Global Technology and Innovation Fund
66.71
+1.05%