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 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.

Strategies by asset class

Strategy Literature
Multi-asset  
Newton Growth and Income Fund for Charities
Newton SRI Fund for Charities
Newton Sustainable Growth and Income Fund for Charities
Newton Multi-Asset Diversified Return Strategy
Newton Multi-Asset Income Strategy
Global equity  
Newton Concentrated Global Equity Strategy
Newton Global Equity Strategy
Newton Global Equity Income Strategy
Newton Sustainable Global Equity Strategy
Newton Sustainable Global Equity Income Strategy
Real Return  
Newton Real Return Strategy
Newton Sustainable Real Return Strategy
UK equity  
Newton UK Equity Income Strategy
Fixed income  
Newton Global Dynamic Bond Income Strategy
Newton Global Dynamic Bond Strategy
Newton Sustainable Global Dynamic Bond Strategy
Newton Sustainable Sterling Bond Strategy

Strategies by Investment Approach

Absolute-return strategies

Absolute-return strategies

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

Equity opportunities strategies

Income strategies

Income strategies

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

Learn more about Newton’s income strategies

Sustainable strategies

Sustainable strategies

Our sustainable strategies aim to invest in sustainable sovereign bonds, and attractive companies with sustainable business practices and no material unresolvable ESG issues.

Learn more Newton’s sustainable strategies

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.