Strategies

Charity-focused funds

: 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 Catholic Values Fund for Charities

Newton Ethically Screened Fund for Charities

Newton Growth and Income Fund for Charities

Newton Growth and Income Fund for Charities (Responsible)

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.

Strategies by asset class

Strategy	Literature
	Multi-asset
Newton Catholic Values Fund for Charities	Application Form Brochure Prospectus Sterling Income KIID X Accumulation KIID X Income KIID
Newton Ethically Screened Fund for Charities	Factsheet Prospectus Sterling Income KIID Sterling Accumulation KIID Annual report & accounts Interim report & accounts Application form (incorporated) Application form (unincorporated) X Income KIID X Accumulation KIID
Newton Growth and Income Fund for Charities	Factsheet Brochure Charities funds prospectus Application form Sterling Accumulation KIID X Accumulation KIID X Income KIID Income 2 KIID Sterling Income KIID Interim report & accounts Annual report & accounts
Newton Growth and Income Fund for Charities (Responsible)	Factsheet Responsible investment report Application form Sterling Accumulation KIID X Accumulation KIID Sterling Income KIID Income 2 KIID X Income KIID Charities funds prospectus Interim report & accounts Annual report & accounts Consumer Facing Disclosure
Newton Multi-Asset Diversified Return Strategy	Application form Key Investor Information Document (KIID) Prospectus
Newton Multi-Asset Income Strategy	Application form Key Investor Information Document (KIID) Prospectus
	Global equity
Newton Global Equity Strategy	Application form Key Investor Information Document (KIID) Prospectus
Newton Global Equity Strategy (Responsible)
Newton Global Equity Income Strategy	Application form Key Investor Information Document (KIID) Prospectus
Newton Global Equity Income Strategy (Responsible)	Responsible investment report Key Investor Information Document (KIID) Prospectus
	Real Return
Newton Real Return Strategy	Application form Key Investor Information Document (KIID) Prospectus
Newton Real Return Strategy (Responsible)	Responsible investment report Key Investor Information Document (KIID) Prospectus
	UK equity
Newton UK Equity Income Strategy	Application form Key Investor Information Document (KIID) Prospectus
	Fixed income
Newton Global Dynamic Bond Strategy	Application form Key Investor Information Document (KIID) Prospectus
Newton Global Dynamic Bond Strategy (Responsible)	Responsible investment report Key Investor Information Document (KIID) Prospectus

Strategies by investment approach

Absolute return

Absolute return

Our multi-asset and fixed-income absolute-return strategies seek to deliver positive returns, irrespective of market conditions.

Learn more about Newton’s absolute-return strategies

Active equities

Active equities

Our active equity strategies seek to deliver attractive outcomes by anticipating change, managing risk, and identifying opportunities.

Learn more about Newton’s active equity strategies

Income

Income

Our income strategies seek to harness the full power of compounding to generate a durable income and grow capital over time.

Learn more about Newton’s income strategies

Sustainability characteristics

Sustainability characteristics

We offer strategies that seek a balance between the current and future requirements of stakeholders.

Learn more Newton’s strategies with sustainability characteristics

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.

sTRATEGIES