Our philosophy and process
- The Fund has a policy of no direct investment in companies which derive more than 10% turnover from tobacco.
- Environmental, social and governance (ESG) considerations are integrated throughout the research process to ensure that any material issues are captured.
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.
Investment team
The Newton Growth and Income Fund for Charities is managed by an experienced team. Our global sector analysts and investment managers are located on a single floor in London, which helps to ensure that the investment process is flexible and opportunistic. Guided by our global investment themes, the team works together to identify opportunities and risks through research and debate.
- 30
- years’ average investment experience
- 19
- years’ average time at Newton
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Simon Nichols
Portfolio manager, Global Opportunities team
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Hilary Meades
Portfolio manager, multi-asset team
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Oliver Larminie
Portfolio manager, charities and specialist institutions
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Bhavin Shah
Portfolio manager, multi-asset team
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Rob Stewart
Portfolio manager, multi-asset team
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Alison El-Araby
Portfolio manager, multi-asset team
Strategy profile
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Objective
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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.
* Please note that on 1 October 2021, part of the benchmark changed from 5% LIBID GBP 7-Day to 5% SONIA (7-day compounded).
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. -
Literature
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Application form
Prospectus
Annual report & accounts
Sterling Accumulation KIID
Sterling Income KIID
X Accumulation KIID
X Income KIID