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 areas of activity that are not considered to be suitable investments for the portfolio.

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
Dynamic Factor Premia Test Mayuri
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

Strategies by investment approach

Absolute return

Absolute return

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 equities

Active equities

Our active equity strategies seek to deliver attractive outcomes by anticipating change, managing risk, and identifying opportunities.

Learn more about Newton’s active equity strategies

Income

Income

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

Sustainable

Our sustainable strategies aim to deliver attractive investment outcomes for clients alongside improved long-term global outcomes for society and the environment.

Learn more Newton’s sustainable strategies

Watch our latest quarterly outlooks

Video

Charities investment outlook Q2 2024

Alison El-Araby assesses the key factors driving markets and explores the implications for charity investors.
19 April 2024 Alison El-Araby
Video

Global Equity Income outlook Q2 2024

As growth stocks continue to dominate equity markets, Jon Bell explains why equity income strategies remain relevant.
26 April 2024 Jon Bell
Video

Fixed Income outlook Q2 2024

Ella Hoxha considers the impact of sticky inflation and upcoming political events on bond markets.
19 April 2024 Ella Hoxha
Video

Real Return outlook Q2 2024

Andy Warwick outlines what potential volatility for equity markets later this year means for portfolio positioning.
18 April 2024 Andy Warwick
Video

Global Equity outlook Q2 2024

With the inflation outlook continuing to concern investors, Georgina Cooper explores the implications for equity markets.
18 April 2024 Georgina Cooper

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.