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 Ethically Screened Fund for Charities

Newton Growth and Income Fund for Charities

Newton Growth and Income Fund for Charities (Responsible)

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.

Strategies by asset class

Strategy Literature
Multi-asset  
Newton Ethically Screened Fund for Charities
Newton Growth and Income Fund for Charities
Newton Growth and Income Fund for Charities (Responsible)
Newton Multi-Asset Diversified Return Strategy
Newton Multi-Asset Income Strategy
Global equity  
Newton Concentrated Global Equity Strategy
Newton Global Equity Strategy
Newton Global Equity Strategy (Responsible)
Newton Global Equity Income Strategy
Newton Global Equity Income Strategy (Responsible)
Real Return  
Newton Real Return Strategy
Newton Real Return Strategy (Responsible)
UK equity  
Newton UK Equity Income Strategy
Fixed income  
Newton Global Dynamic Bond Strategy
Newton Global Dynamic Bond Strategy (Responsible)

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 durable income and grow capital over time.

Learn more about Newton’s income strategies

Sustainability characteristics

Sustainability characteristics

We offer strategies that seek a balance between the current and future requirements of stakeholders.

Learn more Newton’s strategies with sustainability characteristics

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.