UK Institutional Strategies Strategies with sustainability characteristics

Our approach

The strategies that follow our sustainable investment framework are purposefully built around an investment thesis that seeks to balance financial, social and environmental outcomes to support long-term shareholder returns.

Our sustainable investment framework is focused on two main components:
  • definitions around what is incompatible with a sustainable universe – the exclusions, or what we call the sustainable investment restrictions
  • definitions around what constitutes a sustainable investment by identifying companies that either contribute to or align with Newton’s proprietary sustainable investment themes

While our various strategies can lean into different aspects of sustainability, we embrace the overall principles of focusing on a theory of change for sustainability, having a robust system for incorporating both qualitative and quantitative elements into the investment process, and harnessing deep collaboration between our responsible investment team and the wider investment team.

Our strategies

Equity

European Opportunities (Responsible)

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Global Emerging Markets (Responsible)

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Global Equity (Responsible)

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Global Equity Income (Responsible)

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UK Opportunities (Responsible)

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Fixed income

Global Dynamic Bond (Responsible)

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Multi-asset

Real Return (Responsible)

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These strategies do not seek a specific sustainability outcome as part of their investment objectives, but in pursuing their investment objectives, a minimum of 70% of holdings will be invested in securities assessed to have sustainability characteristics, in accordance with the Newton sustainable investment framework. These strategies do not have a UK sustainable investment label.

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.

Sustainable insights

Article

Sustainability and stewardship 2023 annual report

We set out our approach to stewardship and how we strive to meet the UK Stewardship Code’s principles.
10 May 2024
Defence stocks and ESG
Blog

Defence stocks and ESG

We outline the key ESG issues related to defence and how we integrate these in our investment approach.
28 July 2022 Sakshi Bahl