MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to achieve capital growth over the long term (5 years or more).

Fund Managers

Sophia Whitbread

Sophia is a portfolio manager on the Emerging and Asian Equity team. She joined Newton in 2005 as a financials analyst, specialising in the banking sector. She held additional, and specific, responsibilities for the asset management and the life insurance sectors, with coverage of all sectors on a global basis. She moved to Edinburgh briefly in 2010, working for Baillie Gifford, before returning to Newton in January 2011 to assume her current role. She is lead manager of the Newton Emerging Income Fund; alternate manager of the Newton Global Emerging Markets Fund; and a member of the team managing the Newton Asian Income strategy. Sophia holds both MA (Hons) and MPhil degrees in Classics from the University of Cambridge. Sophia is a CFA charterholder.

Paul Birchenough

Paul Birchenough is a member of Newton’s equity opportunities team. Paul joined Newton in October 2020 to manage global emerging markets portfolios. Prior to joining Newton, Paul was a global emerging market equity portfolio manger at AXA Investment Managers, where he had worked since April 2011. Prior to joining AXA Investment Managers, Paul was a research analyst at Nevsky Capital. Before joining Nevsky Capital, Paul held various roles at KPMG, including positions in corporate finance, transaction services and audit. Paul has a BSc (Hons) in Mathematics from Nottingham University and is an Associate Chartered Accountant. Outsides of work, Paul enjoys swimming and sailing.

Ian Smith

Ian is a member of Newton’s equity opportunities team. Ian joined Newton in October 2020 to manage global emerging markets portfolios. Prior to joining Newton, Ian was a global emerging market equity portfolio manager at AXA Investment Managers, where he had worked since February 2012. Prior to joining AXA Investment Managers, Ian was a research analyst covering Asian financials at Matrix Group. Before joining Matrix Group, Ian was a research analyst covering emerging market financials at Nevsky Capital. Ian has a BA in Economics and Politics from Durham University and gained ACA qualification in 2003. Outside of work, Ian enjoys travelling with family and friends.