About Newton

Newton is a global investment management firm, founded in 1978 and owned by BNY Mellon.

Our purpose is to help our charity clients fulfil theirs. We are a trusted long-term partner to charities, and have a strong track record of supporting them in achieving their goals through active, thematic and engaged investment. We manage a range of strategies for charities, including charity-focused pooled funds, sustainable funds, and segregated portfolios.

We invest in a way that strives to deliver attractive outcomes to our clients, and to help foster a healthy and vibrant world for all. Furthermore, we do not stand still: innovation is a fundamental part of our service to charities.

Investment management services for charities

Featured strategies

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 Growth and Income Fund for Charities
For charity investors who wish to maximise returns through capital growth and income.

Newton Sustainable Growth and Income Fund for Charities
For charities looking for capital growth and income, with social and environmental concerns at its core.

Newton SRI Fund for Charities
For ethically minded charity investors who wish to maximise returns through capital growth and income.

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.

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.