Our philosophy and process

  • The Fund has a policy of no direct investment in companies which derive more than 10% turnover from tobacco.
  • Environmental, social and governance (ESG) considerations are integrated throughout the research process and via proprietary quality reviews, to ensure that any material issues are captured.

Every time we consider a security or look at an industry or country, it’s in the context of what’s happening across the world. We believe the investment landscape is shaped over the long term by some key trends, and we use a range of global investment themes to capture these.

Investment team

The Newton Growth and Income Fund for Charities is managed by an experienced team. Our global sector analysts and investment managers are located on a single floor in London, which helps to ensure that the investment process is flexible and opportunistic. Guided by our global investment themes, the team works together to identify opportunities and risks through research and debate.

32
years' average investment experience
27
years' average time at Newton

Cancer Research UK Boat Race

Newton Investment Management and BNY Mellon are proud to sponsor the Oxford and Cambridge Boat Races. Our sponsorship tenure has seen some ground-breaking firsts. Most notably in 2015, we moved the Women’s Boat Race to the Championship Course in London, thus putting it on an equal footing in terms of status and funding with the men’s race. In 2016, in a world first, we donated our title sponsorship rights to Cancer Research UK thereby creating the Cancer Research UK Boat Races, and giving unprecedented brand awareness to Cancer Research UK. In 2017, we focused our efforts on pulling together to raise vital funds for Cancer Research UK in order to help beat cancer sooner. To do this we called for the City to join forces to support Cancer Research UK through a year-long series of fundraising initiatives called CASCAID – this raised over £2.5m.

 

Future Blues

In 2018, BNY Mellon and Newton IM are immensely proud to launch Future Blues, which aims to build a lasting legacy in areas such as upward social mobility, diversity and education. Future Blues is a community outreach project which will support state school participation in rowing in the four London boroughs that border the Boat Race Championship Course. The project will provide state school students who wouldn’t otherwise have had the chance, an opportunity to get involved in the sport. The aim is to increase the total number of school rowing clubs in the UK by 50% with the support of BNY Mellon and Newton.

 

Find out more at the official Boat Race website.


#PullTogether

Newton and BNY Mellon pull together for Cancer Research UK.

 

Newton Investment Management (Newton IM), part of BNY Mellon Investment Management (BNY Mellon IM), today announced the appointment of Kevin Carter as an Independent Non-Executive Director.

In this role, Kevin will be a voting member of the Newton Investment Management Limited (NIM) and Newton Investment Management (North America) Limited (NIMNA) Boards. He will help ensure continued good governance at Newton IM, and will support the firm in achieving its strategic ambitions.

An experienced investment specialist and independent non-executive director, Kevin was formerly CEO of Old Mutual Asset Management in both the UK and US, a business that had more than $100bn in assets under management at the time of his departure. He has also held roles as Head of the European Investment Consulting Practice at Watson Wyatt and Head of the EMEA Pensions Advisory Group at JP Morgan Securities.

Kevin is currently chair of two FTSE 250 companies, JPMorgan American Investment Trust plc and Murray International Trust plc. He also holds trustee director roles at two of the UK’s largest pension funds, acting as Investment Committee Chair of the Universities Superannuation Scheme and the BBC Pension Trust.

We are extremely pleased to welcome Kevin to the team. He brings with him a wealth of experience in the investment and pensions industry and a belief in the importance of stewardship that will make a valuable contribution.

Susan Noble , Chair of NIM and NIMNA

We welcome Kevin as an experienced and independent collaborator. His knowledge of the global investment market, particularly the deep familiarity he has with US markets, politics and economics, will be invaluable as we look to the future ambitions of Newton.

Hanneke Smits, Chief Executive Officer

Notes to editors:

Newton Investment Management Ltd (NIM) is a London-based global investment management subsidiary of The Bank of New York Mellon Corporation. NIM and Newton Investment Management (North America) Limited (NIMNA) are authorised and regulated by the Financial Conduct Authority. NIMNA is also registered with the US Securities and Exchange Commission. Registered address, BNY Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973 (NIM) and No. 2675952 (NIMNA).

With collective assets under management of £46.714 billion (US$$59.5bn) as at 31 December 2018*, Newton IM provides investment products and services to a wide range of clients, including pension funds, charities, corporations and (via BNY Mellon) individuals. News and other information about Newton is available at www.newtonim.com and via Twitter: @NewtonIM.

BNY Mellon Investment Management is one of the world’s leading investment management organizations and one of the top U.S. wealth managers, with US$1.7 trillion in assets under management as of December 31, 2018.

It encompasses BNY Mellon’s affiliated investment management firms, wealth management services and global distribution companies. BNY Mellon Investment Management is a division of BNY Mellon, which has US$33.1 trillion in assets under custody and/or administration as of December 31, 2018. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

Unless otherwise specified herein, all information sourced by BNY Mellon as of 4 March 2019. This press release is qualified for issuance in the UK and is for information purposes only. It does not constitute an offer or solicitation of securities or investment services or an endorsement thereof in any jurisdiction or in any circumstance in which such offer or solicitation is unlawful or not authorized. This press release is issued by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA) to members of the financial press and media and the information contained herein should not be construed as investment advice. Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA or the BNY Mellon funds. Registered office of BNYMIM EMEA: BNY Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England no. 1118580. Authorized and regulated by the Financial Conduct Authority. A BNY Mellon Company.

* Assets under management include assets managed by Newton Investment Management Limited and Newton Investment Management (North America) Limited.

Lloyd McAllister
Lloyd McAllister

Responsible investment analyst

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Strategy profile

Objective

To maximise returns through capital growth and income. To deliver a minimum target income yield of 3% per annum. This income yield is a target and is not guaranteed.

Literature

Application form
Prospectus
Annual report
Sterling Accumulation KIID
Sterling Income KIID
X Accumulation KIID
X Income KIID

 


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Test 123

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Char Growth and Income Fund for Charities factsheet

Factsheet

Facts and commentary for the past quarter's fund and market performance.


Char Growth and Income Fund for Charities brochure

Brochure

More detail on the strategy's investment approach.

Performance

 

Dec 2013 to
Dec 2014
Dec 2014 to
Dec 2015
Dec 2015 to
Dec 2016
Dec 2016 to
Dec 2017
Dec 2017 to
Dec 2018
Fund return6666666666
Comparative
index
6666666666

 

Source: Newton, Lipper as at 31 December 2018, Sterling Income share class (ISIN: GB00BH3H2883). Fund performance calculated as total return including reinvested income net of UK tax and charges, based on net asset value. All figures are in GBP terms. The impact of an initial charge (currently not applied) can be material on the performance of your investment. Further information is available upon request. The Fund’s comparative index is a composite index consisting of 20% FTSE Government All Stocks (comprised of sterling-denominated UK government bonds), 50% FTSE All-Share (a market-capitalisation weighted index representing the performance of all eligible companies listed on the London Stock Exchange’s main market), 25% FTSE World ex UK index (comprised of large and mid-cap stocks in both developed and emerging markets excluding the UK), and 5% GBP 7-day London Interbank Bid Rate (the average interest rate at which major London banks bid to borrow for a seven-day period from other banks). The Fund does not aim to replicate either the composition or the performance of the comparative index.

The Newton Growth and Income Fund for Charities past performance up until 9 May 2014 is simulated performance based on the actual past performance of the GBP Income share class of the Global Growth & Income Fund for Charities (‘GGIF’), a common investment fund with substantially the same investment objectives, policies and strategies as the Non-UCITS Retail Scheme (NURS): Newton Growth and Income Fund for Charities. Newton Investment Management Limited, the investment manager of the Newton Growth and Income Fund for Charities, was also the investment manager of the GGIF. The GGIF was closed for winding up on 9 May 2014, and the majority of unit holders representing 99% of the GGIF’s assets under management were transferred to the Newton Growth and Income Fund for Charities at its launch on 9 May 2014.

Past performance is not a guide to future performance. Simulated performance results have certain inherent limitations. Simulated results do not represent actual trading/returns and are not a reliable indicator of future performance. 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. 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. This Fund invests in international markets which means it is exposed to changes in currency rates which could affect the value of the Fund. You should read the Prospectus and the Key Investor Information Document (KIID) for each fund in which you want to invest. The Prospectus and the KIID can be found on this page.

Key investment risks

 

  • Objective/performance risk: There is no guarantee that the Fund will achieve its objectives.
  • Currency risk: This Fund invests in international markets which means it is exposed to changes in currency rates which could affect the value of the Fund.
  • Derivatives risk: Derivatives are highly sensitive to changes in the value of the asset from which their value is derived. A small movement in the value of the underlying asset can cause a large movement in the value of the derivative. This can increase the sizes of losses and gains, causing the value of your investment to fluctuate. When using derivatives, the Fund can lose significantly more than the amount it has invested in derivatives.
  • Changes in interest rates & inflation risk: Investments in bonds/money market securities are affected by interest rates and inflation trends which may negatively affect the value of the Fund.
  • Credit risk: The issuer of a security held by the Fund may not pay income or repay capital to the Fund when due.
  • Charges to capital: The Fund takes its charges from the capital of the Fund. Investors should be aware that this has the effect of lowering the capital value of your investment and limiting the potential for future capital growth. On redemption, you may not receive back the full amount you initially invested.
  • Counterparty risk: The insolvency of any institutions providing services such as custody of assets or acting as a counterparty to derivatives or other contractual arrangements, may expose the Fund to financial loss