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 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.
How to invest

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

Active equity strategies

Active equity strategies

Learn more about Newton’s active equity 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 generate sustainable risk-adjusted returns for clients alongside improved long-term global outcomes for society and the environment.

Learn more Newton’s sustainable strategies

Watch our latest quarterly strategy updates

Newton Sustainable Growth and Income Fund for Charities
Video

Charities investment team – quarterly outlook

Alison El-Araby and Sarah Dickson consider the investment outlook and the implications for charity investors.
16 August 2023
Macro views, Multi-asset
Real Return
Video

Real Return – quarterly outlook

Aron Pataki explains why he remains cautious about the outlook and why volatility could provide exciting opportunities.
01 August 2023
Macro views, Real Return
Global equity
Video

Global Equity – quarterly outlook

Paul Markham discusses the key factors driving equity markets and his outlook for the rest of the year.
09 August 2023
Global equities, Macro views
Video

Sustainable Real Return – quarterly outlook

Phil Shucksmith outlines the team’s high-level macro view and considers whether sustainability is still in vogue.
02 August 2023
Macro views, Real Return, Sustainable
Global equity income
Video

Global Equity Income – quarterly outlook

Jon Bell discusses the potential disruption of artificial intelligence and the outlook for equity income.
07 August 2023
Global income, Macro views
Global Dynamic Bond
Video

Fixed income – quarterly outlook

Trevor Holder explains the impacts of disinflation and liquidity conditions on fixed-income markets.
15 August 2023
Fixed income, Macro views

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.