MoneyAM Fund Centre

Quick Stats

Fund Objective

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

Fund Managers

Simon Nichols

Simon is the portfolio manager on a number of UK Equity and global multi-asset portfolios at Newton. Simon joined Newton in 2001 and was responsible for research into a number of global industrial sectors before moving to portfolio management. Simon’s experience includes managing both UK equity products and global multi-asset portfolios. Simon Is a Chartered Accountant (ACA) and prior to joining Newton he worked at leading accountancy firms. He also holds the CFA1 designation (Chartered Financial Analyst) and is a member of the Chartered Institute for Securities and Investment (MCSI).

Ben Smith

Ilga Haubelt

Ilga Haubelt Investment Leader, Equity Income team. Ilga joined Newton in 2019 to head up the firm’s equity opportunities team, becoming Head of Equity Income in March 2020. She is part of the management team for Newton’s global equity income strategy. Prior to joining Newton, Ilga was head of Global Equities at Deka Investments, where she oversaw a team of more than 20 portfolio managers with €15bn of assets under management. She was also the lead manager of Deka’s global equity income fund. Before joining Deka Investments, Ilga was a portfolio manager and research analyst at Union Investment, where she was lead manager of a North American generalist equities fund, a REIT, and a global listed real estate equities fund. Ilga began her asset management career with Munich Ergo Asset Management (MEAG) as a real estate specialist.