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Our purpose is to help 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.
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Pooled investment services for charities
A growing number of investors are opting for a pooled approach owing to, among other reasons, the ease of administration, the simple process of adding and removing money, and lower management costs. -
Discretionary services for charities
Segregated portfolios are managed under a discretionary service. This means that we take on responsibility for buying and selling holdings within the portfolio. As with our pooled funds, all investment activity would take place within our global thematic investment framework.
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.
Investment team
The Newton Growth and Income Fund for Charities is managed by an experienced team. Our investment team of research analysts and portfolio managers works together across regions and sectors, helping to ensure that our investment process is highly flexible. Guided by our global investment themes, we seek to identify opportunities and risks through research and debate.
- 28
- years’ average investment experience
- 16
- years’ average time at Newton
-
Simon Nichols
Portfolio manager, Global Opportunities team
-
Alison El-Araby
Portfolio manager, multi-asset team
-
Hilary Meades
Head of charities investment
-
Oliver Larminie
Portfolio manager, charities and specialist institutions
-
Bhavin Shah
Portfolio manager, multi-asset team
-
Rob Stewart
Portfolio manager, multi-asset team
-
Paul Flood
Head of mixed assets investment
-
Janice Kim
Portfolio manager, multi-asset team
-
Tim Wilson
Portfolio manager, multi-asset team
Strategy profile
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Objective
-
The Fund aims to generate capital growth and income growth over a period of 5-7 years by investing at least 70% of the Fund’s assets in a global portfolio of equities (company shares) and fixed-income securities (bonds).
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Performance benchmark
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A composite index comprising 50% FTSE All-Share Index, 25% FTSE World ex UK Index, 20% FTSE Actuaries UK Conventional Gilts All Stocks Index and 5% SONIA (7-day compounded),* is used as a comparator benchmark (the ‘Benchmark’). The Fund will use the Benchmark as an appropriate comparator because it includes a broad representation of the asset classes, sectors and geographical areas in which the Fund predominantly invests. The Fund is actively managed, which means the Investment Manager has absolute discretion to invest outside the Benchmark subject to the investment objective and policies disclosed in the Prospectus. While the Fund’s holdings may include constituents of the Benchmark, the selection of investments and their weightings in the portfolio are not influenced by the Benchmark. The investment strategy does not restrict the extent to which the Investment Manager may deviate from the Benchmark.
* Please note that on 1 October 2021, part of the benchmark changed from 5% LIBID GBP 7-Day to 5% SONIA (7-day compounded). -
Literature
-
Application form
Prospectus
Annual report & accounts
Sterling Accumulation KIID
Sterling Income KIID
X Accumulation KIID
X Income KIID
Responsible investment report
Stewardship activities (voting and engagement) for the last quarter and ESG metrics.
Brochure
More detail on the strategy’s investment brochure
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.
Newton will make investment decisions that are not based solely on ESG considerations. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that ESG considerations are assessed may vary depending on the asset class and strategy involved. The research team performs ESG Quality Reviews on equity securities prior to their addition to Newton’s Research Recommended List (RRL). ESG Quality Reviews are not performed for all fixed income securities. The portfolio managers may purchase equity securities that are not included on the RRL and which do not have ESG Quality Reviews. Not all securities held by Newton’s strategies have an ESG Quality Review completed prior to investment, although since 2020 it has been a requirement for all (single name) equity securities to have an ESG Quality Review before they are purchased for the first time.
Our philosophy and process
Every time we consider a security or look at an industry or country, it’s in the context of what’s happening across the world. We believe the investment landscape is shaped over the long term by some key trends, and we use a range of global investment themes to capture these.
The Fund has four areas of focus
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Structural growth from providing solutions to environmental or social challenges -
Manages well social and environmental factors to generate sustainable returns
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Recognises issues and adapting business model to reverse harm -
Actively omitting companies involved in areas of high social cost, environmental degradation or violators of the UN Global Compact Principles
Investment team
The Newton Sustainable Growth and Income Fund for Charities is managed by a highly experienced team. Our investment team of research analysts and portfolio managers works together across regions and sectors, helping to ensure that our investment process is highly flexible. Guided by our global investment themes, we seek to identify opportunities and risks through research and debate.
- 28
- years’ average investment experience
- 16
- years’ average time at Newton
-
Alison El-Araby
Portfolio manager, multi-asset team
-
Bhavin Shah
Portfolio manager, multi-asset team
-
Hilary Meades
Head of charities investment
-
Oliver Larminie
Portfolio manager, charities and specialist institutions
-
Simon Nichols
Portfolio manager, Global Opportunities team
-
Rob Stewart
Portfolio manager, multi-asset team
-
Paul Flood
Head of mixed assets investment
-
Janice Kim
Portfolio manager, multi-asset team
-
Tim Wilson
Portfolio manager, multi-asset team
Strategy profile
-
Objective
- The Fund aims to generate capital growth and income over the long term (5 years or more).
-
Performance benchmark
-
The Fund will measure its performance against a composite index, comprising 75% MSCI AC World NR Index, 20% FTSE Actuaries UK Conventional Gilts All Stocks TR Index and 5% SONIA (7-day compounded),* as a comparator benchmark (the ‘Benchmark’). The Fund will use the Benchmark as an appropriate comparator because it includes a broad representation of the asset classes, sectors and geographical areas in which the Fund predominantly invests. The Fund is actively managed, which means the Investment Manager has absolute discretion to invest outside the Benchmark subject to the investment objective and policies disclosed in the Prospectus. While the Fund’s holdings may include constituents of the Benchmark, the selection of investments and their weightings in the portfolio are not influenced by the Benchmark. The investment strategy does not restrict the extent to which the Investment Manager may deviate from the Benchmark.
* Please note that on 1 October 2021, part of the benchmark changed from 5% LIBID GBP 7-Day to 5% SONIA (7-day compounded). -
Literature
-
Application form
Prospectus
Annual report & accounts
Sterling Accumulation KIID
Sterling Income KIID
X Income KIID
Fund factsheet
Information on performance and positioning.
Responsible investment report
Stewardship activities (voting and engagement) for the last quarter and ESG metrics.
Brochure
More detail on the strategy’s investment brochure
Newton will make investment decisions that are not based solely on ESG considerations. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that ESG considerations are assessed and the assessment of their suitability for NIM’s sustainable strategies may vary depending on the asset class and strategy involved. For Newton’s sustainable strategies, ESG Quality Reviews are performed prior to investment for corporate investments (single name equity and fixed income securities).
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.
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.
Investment team
The Newton SRI Fund for Charities is managed by an experienced team. Our investment team of research analysts and portfolio managers works together across regions and sectors, helping to ensure that our investment process is highly flexible. Guided by our global investment themes, we seek to identify opportunities and risks through research and debate.
- 28
- years’ average investment experience
- 16
- years’ average time at Newton
-
Alison El-Araby
Portfolio manager, multi-asset team
-
Bhavin Shah
Portfolio manager, multi-asset team
-
Oliver Larminie
Portfolio manager, charities and specialist institutions
-
Hilary Meades
Head of charities investment
-
Simon Nichols
Portfolio manager, Global Opportunities team
-
Rob Stewart
Portfolio manager, multi-asset team
-
Paul Flood
Head of mixed assets investment
-
Tim Wilson
Portfolio manager, multi-asset team
-
Janice Kim
Portfolio manager, multi-asset team
Strategy profile
-
Objective
-
The objective of the Fund is to achieve a balance between capital growth and income for charity investors over the long term – 5 years or more.
-
Performance benchmark
-
The Fund will measure its performance against a composite index, comprising 37.5% FTSE All-Share TR Index, 37.5% FTSE World ex UK TR Index, 20% FTSE Actuaries UK Conventional Gilts All Stocks TR Index and 5% SONIA (7-day compounded),* as a comparator benchmark (the ‘Benchmark’). The Fund will use the Benchmark as an appropriate comparator because it includes a broad representation of the asset classes, sectors and geographical areas in which the Fund predominantly invests. The Fund is actively managed, which means the Investment Manager has absolute discretion to invest outside the Benchmark subject to the investment objective and policies disclosed in the Prospectus. While the Fund’s holdings may include constituents of the Benchmark, the selection of investments and their weightings in the portfolio are not influenced by the Benchmark. The investment strategy does not restrict the extent to which the Investment Manager may deviate from the Benchmark.
* Please note that on 1 October 2021, part of the benchmark changed from 5% LIBID GBP 7-Day to 5% SONIA (7-day compounded). -
Literature
-
Application form (incorporated)
Application form (unincorporated)
Prospectus
Annual report & accounts
Fund screening criteria
Sterling Income KIID
Sterling Accumulation KIID
X Net Accumulation KIID
X Net Income KIID
Responsible investment report
Stewardship activities (voting and engagement) for the last quarter and ESG metrics.
Brochure
More detail on the strategy’s investment brochure
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.
Newton will make investment decisions that are not based solely on ESG considerations. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that ESG considerations are assessed and the assessment of their suitability for NIM’s sustainable strategies may vary depending on the asset class and strategy involved. For Newton’s sustainable strategies, ESG Quality Reviews are performed prior to investment for corporate investments (single name equity and fixed income securities).
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.
Contact us
We are here to help with and questions you may have about our Investment strategies
-
Rorie Evans
Head of charity clients
+44 (0) 20 7163 4977
rorie.evans@newtonim.com -
Sarah Dickson
Charity business development
+44 (0) 20 7163 2224
sarah.dickson@newtonim.com
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.