A trusted partner
- We are a trusted long-term partner to charities, and have a strong track record of supporting them in achieving their goals through active, multidimensional and engaged investment. We manage a range of strategies for charities, including charity-focused pooled funds, sustainable funds, and segregated portfolios.
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Pooled investment services for charities
A growing number of investors are opting for a pooled approach owing to, among other reasons, the ease of administration, the simple process of adding and removing money, and lower management costs. -
Discretionary services for charities
Segregated portfolios are managed under a discretionary service. This means that we take on responsibility for buying and selling holdings within the portfolio. As with our pooled funds, all investment activity would take place within our global thematic investment framework.
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.
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.
Contact us
We are here to help with any questions you may have about our investment strategies.
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Rorie Evans
Head of charity clients
+44 (0) 20 7163 4977
rorie.evans@newton-stag-01.aws.hmn.md -
Sarah Dickson
Charity business development
+44 (0) 20 7163 2224
sarah.dickson@newton-stag-01.aws.hmn.md
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.