The Newton Higher Income Fund that utilises a strong sell discipline and a focus on high income yield to try and secure its investors long term capital growth. The fund is managed in line with inclusion rules of the IMA sector classification of UK Equity Income, meaning it will yield in excess of the FTSE All-Share Index.
The Newton Higher Income fund is typically run fully invested with a portfolio of around of around 50 to 80 holdings.
The investment process of the fund team tries to focuses on its attention on identifying global investment trends which it can then translate into intelligent stock and sector selection. In the long term the fund believes that the global investment context will be marked by an increasing dismantling of trade barriers, meaning that increasingly a company’s country of origin will be an unreliable guide to their interests.