Why charities partner with us

Pooled investment services for charities

Discretionary services for charities

A range of strategies for charity investors

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 achieve a balance between capital growth and income.

Newton Sustainable Growth and Income Fund for Charities
For charities looking to achieve a balance between capital growth and income, while placing more emphasis on sustainable investment criteria.

Newton SRI Fund for Charities
For charity investors who wish to achieve a balance between capital growth and income while avoiding certain areas of activity.

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.

Meet the charities team

The charities team has an average of 33 years of investment experience with 21 years at Newton.

Oliver Larminie
Oliver Larminie

Portfolio manager, charities and specialist institutions

Hilary Meades
Hilary Meades

Head of charities investment

Simon Nichols
Simon Nichols

Portfolio manager, Global Opportunities team

Bhavin Shah
Bhavin Shah

Portfolio manager, multi-asset team

Rob Stewart
Rob Stewart

Portfolio manager, multi-asset team

Alison El-Araby
Alison El-Araby

Portfolio manager, multi-asset team

Rorie Evans
Rorie Evans

Head of charity clients

Sarah Dickson
Sarah Dickson

Charity business development

Alan Goodwin
Alan Goodwin

Head of charities

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

How to invest with Newton

Strategies by investment approach

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.