Our approach
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Our sustainable investment strategies seek a balance between the current and future needs of stakeholders. They aim to encourage a better allocation of capital that leads to the generation of sustainable risk-adjusted returns for clients alongside improved long-term global outcomes for society and the environment.
We understand that the investments we make have far-reaching influence – not just on our clients’ financial prospects, but on the environmental and social factors which will shape those prospects (such as climate change, human rights in supply chains, and diversity and fairness across workforces). The interests of our clients and of society more widely are therefore mutually supportive, and the way in which we invest is shaped by this conviction. In seeking to honor it we act as active, engaged owners of financial assets in a manner that meets our responsibilities to our clients and society as a whole.
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We aim to support positive change through voting and continuing engagement with companies and other issuers, and more broadly with the development of best practices, standards and regulations. There is a growing body of evidence that companies which run their businesses for the long term, balance the interests of all stakeholders, and actively manage their risks can produce more resilient returns for shareholders.
Our range of sustainable investment strategies builds on our long heritage of active stewardship and ESG-focused research.
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Engaging with companies where ESG issues are resolvable and can be improved, and reporting on that activity
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Giving responsible investment specialists veto power in the security-selection process, enabling them to prevent a portfolio from holding a particular company
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Using sustainable ‘red lines’ to ensure that the poorest-performing companies are not eligible for investment
All sustainable strategies
| Strategy | Category | Literature |
|---|---|---|
| Newton Sustainable Growth and Income Fund for Charities | Multi-asset | |
| Newton Sustainable Global Dynamic Bond | Fixed income | |
| Newton Sustainable Global Equity | Global equity | |
| Newton Sustainable Global Equity Income | Global equity | |
| Newton Sustainable Real Return | Real Return | |
| Newton Sustainable Sterling Bond | Fixed income |
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.