STRATEGIES

In a rapidly changing world, investors require strategies that evolve to meet the challenges they face.

We seek to deliver outcomes for our clients across active equities, income, absolute-return (including fixed-income), multi-asset (both fundamental and systematic) and thematic strategies, as well as strategies with sustainability characteristics.

Charity-focused funds

For charities wishing to benefit from the administrative ease of a pooled investment solution, we offer a large variety of pooled funds to meet a broad range of investor objectives. Several of these funds are charity-specific and therefore have applicable tax advantages.

Newton Catholic Values Fund for Charities

Newton Ethically Screened Fund for Charities

Newton Growth and Income Fund for Charities

Newton Growth and Income Fund for Charities (Responsible)

Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Newton is not a tax expert and independent tax advice should be sought.

How to invest

Strategies by asset class

Newton Catholic Values Fund for Charities

Brochure

STRATEGIES

Charity-focused funds

Strategies by asset class

Multi-asset

Global equity

Real Return

UK equity

Fixed income

Strategies by investment approach

Absolute return

Active equities

Income

Sustainability characteristics

Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.