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Newton investment Management – Newton Phoenix Fund

Newton investment Management

Newton Phoenix Fund

Type: Unit trust

Aim: Growth by investing in equities, bonds, cash, commodities, hedge funds, private equity and property

Minimum investment: Lump sum 10,000

Investment split: 32% equities, 20% investment-grade bonds, 16% hedge funds, 12% property, 4% index-linked bonds, 6% high-yield bonds, 4% private equity, 4% gold 1% cash, 1% other

Isa link: No

Pep transfers: No

Charges: Initial 3%, annual 1.25%

Commission: Initial 2%, renewal 0.5%

Tel: 0500 660000


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