Accessing UK opportunities with unconstrained stance

Ben Russon uses Newton's thematic approach to find UK stocks to add value to his fund, unconstrained by index weightings, sector or size

Ben Russon’s unconstrained global thematic approach has consistently guided the Newton manager to top-decile performance. The Newton UK Opportunities fund is ranked 35 out of 276 vehicles in the IMA UK All Companies sector over three years to 16 November, up 3.5% against the average decline of 7.9%, according to Morningstar. The fund aims to maximise long-term capital growth from a concentrated portfolio of predominantly UK companies, and is unconstrained by index weightings, sector constraints or company size. Ben Russon is only the second manager of the fund since its February 20...