Many of today’s economic and investment challenges carry echoes of an earlier era. Today, the charity sector continues to contend with increased demand for services, rising costs and labour shortages, with the challenges brought about by the pandemic, geopolitical events and rising inflation exacerbating these issues.

We will help you understand some of the investment implications for charities of this fast-changing world.

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.

Keen to speak to Sarah Dickson, Head of charities business development, or a member of our specialist charity team?

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.