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 and via proprietary quality reviews, 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.
- 31
- years’ average investment experience
- 20
- years’ average time at Newton
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Simon Nichols
Portfolio manager, UK equities
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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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Tim Wilson
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.
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% LIBID GBP 7 Day is used as a comparator against which to measure the performance of the Fund. The portfolio holdings of the Fund will not be limited to components of this index and the investment manager will use its discretion to invest outside the index in pursuit of the Fund’s investment objective. The authorised corporate director considers the composite index to be an appropriate comparator because it includes a broad representation of the asset classes, sectors and geographical areas in which the Fund predominantly invests. -
Literature
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Application form
Prospectus
Interim report & accounts
Sterling Accumulation KIID
Sterling Income KIID
X Accumulation KIID
X Income KIID