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Newton Investment Services for Charities

Newton's dedicated charity fund management team is aware of the ever-increasing demands on charities and its aim, therefore, is simple: to provide straightforward investment solutions to satisfy trustees' objectives.

Our investment service for charities includes:

  • a full, segregated fund management service for charities with over £5 million
  • specialist charity funds, the Global Growth & Income fund for Charities and the SRI fund for Charities
  • understanding and working within legal restrictions affecting your charity
  • working in partnership with you in the formulation of an investment policy
  • agreeing an appropriate measure of performance
  • undertaking the administrative burden of investment transactions
  • a regular and comprehensive reporting service.

To read the full content, please download Newton Investment Services for Charities