Investment team
The Newton SRI Fund for Charities is managed by an experienced team. Our investment team of research analysts and portfolio managers works together across regions and sectors, helping to ensure that our investment process is highly flexible. Guided by our global investment themes, we seek to identify opportunities and risks through research and debate.
- 30
- years’ average investment experience
- 19
- years’ average time at Newton
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Bhavin Shah
Portfolio manager, multi-asset team
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Alison El-Araby
Portfolio manager, multi-asset team
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Oliver Larminie
Portfolio manager, charities and specialist institutions
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Hilary Meades
Head of charities investment
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Simon Nichols
Portfolio manager, global opportunities team
Strategy profile
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Objective
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The objective of the Fund is to achieve a balance between capital growth and income for charity investors over the long term – 5 years or more.
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Performance benchmark
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The Fund will measure its performance against a composite index, comprising 37.5% FTSE All-Share TR Index, 37.5% FTSE World ex UK TR Index, 20% FTSE Actuaries UK Conventional Gilts All Stocks TR Index and 5% SONIA (7-day compounded),* as a comparator benchmark (the ‘Benchmark’). The Fund will use the Benchmark as an appropriate comparator because it includes a broad representation of the asset classes, sectors and geographical areas in which the Fund predominantly invests. The Fund is actively managed, which means the Investment Manager has absolute discretion to invest outside the Benchmark subject to the investment objective and policies disclosed in the Prospectus. While the Fund’s holdings may include constituents of the Benchmark, the selection of investments and their weightings in the portfolio are not influenced by the Benchmark. The investment strategy does not restrict the extent to which the Investment Manager may deviate from the Benchmark.
* Please note that on 1 October 2021, part of the benchmark changed from 5% LIBID GBP 7-Day to 5% SONIA (7-day compounded). -
Literature
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Application form (incorporated)
Application form (unincorporated)
Prospectus
Annual report & accounts
Fund screening criteria
Sterling Income KIID
Sterling Accumulation KIID
X Net Accumulation KIID
X Net Income KIID
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.
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.
Newton will make investment decisions that are not based solely on ESG considerations. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that ESG considerations are assessed and the assessment of their suitability for NIM’s sustainable strategies may vary depending on the asset class and strategy involved. For Newton’s sustainable strategies, ESG Quality Reviews are performed prior to investment for corporate investments (single name equity and fixed income securities).