The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance. There is no guarantee about the level of capital or income returns that will be generated.

NEWTON INVESTMENT MANAGEMENT

Newton is a London-based, global investment management firm. They offer actively managed, global investment solutions to clients around the world, including pension funds, corporations, charities and, via BNY Mellon, individuals. They have more than three decades of global investment experience and their distinctive global thematic framework underpins all their strategies.

FUNDS FROM NEWTON INVESTMENT MANAGEMENT

Below are the charity-specific funds available through the CAF Investment Account. Read an overview of the funds and download factsheets, scheme prospectus and annual report by signing up for Investment Explorer.

Funds available to charities only

The following funds have specifically designed them with the needs of charitable investors in mind. These funds are only available to charitable organisations and include Common Investment Funds (CIFs) and Charity Authorised Investment Funds (CAIFs).



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Newton SRI Fund for Charities

The Fund aims to optimise total return (comprising both capital growth and income) through investment predominantly in equities and fixed-income securities, screened against negative socially responsible investment (SRI) criteria.
The Fund aims to optimise total return...


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Newton Growth Fund for Charities

The Fund aims to maximise total returns through capital growth and income by investing in global equities and fixed-interest securities.
The Fund aims to maximise total returns...


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Newton Growth and Income Fund for Charities

The Fund aims to maximise total returns through capital growth and income by investing in a global portfolio of equities and fixed-interest securities. It aims to deliver a minimum target income yield of 3%, although this is not guaranteed.
The Fund aims to maximise total returns...

ABOUT THE NEWTON TEAM

  • Simon Nichols

    Portfolio manager, UK Equities and Multi-Asset

    Simon is a portfolio manager on the multi-asset and UK Equity teams at Newton. He joined Newton in 2001 and was responsible for research into a number of global industrial sectors before moving to portfolio management. Simon’s experience includes managing both UK equity products and global multi-asset portfolios.

    Simon is a Chartered Accountant (ACA) and prior to joining Newton he worked at leading accountancy firms. He also holds the CFA designation (Chartered Financial Analyst) and is a member of the Chartered Institute for Securities and Investment (MCSI).

THE LATEST NEWS AND EVENTS FROM FUND MANAGERS

News from fund managers

Opinions and commentary on the market, brought to you by experts in the charity investment market.

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Events for charity investors

Deepen your knowledge of investing and meet other like-minded charity professionals.

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Investment knowledge centre

Investment news and views specifically selected for charities.

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The CAF Investment Account is provided to you by CAF Financial Solutions Limited (CFSL) and is operated and supplied by Winterflood Business Services. Winterflood Business Services is a registered trading name of Winterflood Securities Limited, registered in England No. 02242204. Registered Office: The Atrium Building, Cannon Bridge House, 25 Dowgate Hill, London EC4R 2GA. Member of the London Stock Exchange and NEX Exchange. Authorised and regulated by the Financial Conduct Authority (FCA register number 141455).

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority under registration number 189450. Authorisation can be checked on the financial services register at www.fca.org.uk. CFSL Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. Registered under number 2771873. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369). Telephone calls may be monitored or recorded to comply with relevant legislation and for training purposes. Lines are open Monday to Friday 9am - 5pm (excluding English bank holidays).

Full legal information

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