REGISTER FOR OUR CHARITY SEMINAR

Join us on Wednesday 8 June for ‘Back to the future: investing for charities in a fast-changing world’.

Register

Charity Investment Survey 2022

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.

Our purpose

Investment management services for charities

  • Rug, Outdoors, Text

    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.

    Learn more about pooled investment services
  • Landscape, Nature, Outdoors

    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

    Learn more about discretionary investment services

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.
How to invest
Real Return
Video

Real Return – quarterly outlook

Portfolio manager Suzanne Hutchins discusses inflation, the geopolitical backdrop and key areas of opportunity.
17 May 2022
Macro views, Real Return
Video

Sustainable Real Return – quarterly outlook

Portfolio manager Phil Shucksmith discusses market outlook, the energy transition and key areas of engagement.
06 May 2022
Macro views, Real Return, Sustainable
Panoramic, Nature, Scenery
Video

The concept and risks of investing

In our first session, we seek to help you understand your investment responsibilities as a trustee.
28 April 2022
Industry views
Sunlight, Vegetation, Plant
Video

Setting a benchmark

In our second session, we look at the different types and key components of benchmarks.
28 April 2022
Industry views

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.