- *The Newton Ethically Screened Fund for Charities changed its name from the Newton SRI Fund for Charities on 2 December 2024.
Strategy profile
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Objective
- The Fund aims to achieve a balance between capital growth and income for investors which are Charities, over the long term (five 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.
** The performance benchmark is used as a comparator for this Fund. The Fund does not aim to replicate either the composition or the performance of the performance 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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Fund factsheet
Information on performance and positioning.
Investment team
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- The Fund is managed by an experienced team. In-house research analysts are at the core of our investment process, and our multidimensional research capabilities span fundamental, thematic, responsible investment, quantitative, geopolitical, investigative and private-market research to promote better-informed investment decisions.
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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.