Clerical Medical Newton Continental European Pension FundRegister to Unlock Ratings |
Performance History | 31/03/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 12.1 | -6.2 | 12.9 | 6.0 | 3.7 |
![]() | +/-Sector | -3.4 | 2.9 | -0.8 | 5.0 | -2.5 |
Sector: Europe excl. UK Equities (Pen) |
Key Stats | ||
NAV 08/04/2025 | GBX 4962.01 | |
Day Change | 1.61% | |
ABI Sector | Europe excl. UK Equities (Pen) | |
ISIN | GB0031816019 | |
Fund Size (Mil) 31/03/2025 | GBP 138.44 | |
Share Class Size (Mil) 08/04/2025 | GBP 23.34 | |
Stakeholder | Yes | |
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This rating and report were issued for the underlying fund and not the insurance product. Fees of insurance products may be higher, which can negatively impact returns. Insurance products may also hold cash outside the underlying fund, which can strongly affect performance. |
Investment Objective: Clerical Medical Newton Continental European Pension Fund |
The Sub-Fund aims to achieve capital growth over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 75% of its NAV in a concentrated portfolio of equities (company shares issued by continental European companies including ordinary shares, preference shares and other equity-related securities). Continental European companies are defined as those that are either domiciled, incorporated or which have significant business in continental Europe (excluding the UK). At least 70% of the Sub-Fund’s NAV will meet the Investment Manager’s sustainability characteristics |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Nicholas Pope 20/09/2023 | ||
Julianne McHugh 20/09/2023 | ||
Inception Date 01/07/2002 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE World Eur Ex UK TR GBP | Morningstar DM Eur xUK TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Clerical Medical Newton Continental European Pension Fund | 31/03/2025 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.25 |
![]() | ![]() | 3.88 |
![]() | ![]() | 3.85 |
![]() | ![]() | 3.74 |
![]() | ![]() | 3.72 |
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Clerical Medical Newton Continental European Pension Fund |