Newton Investment Management Ltd

Newton Investment Management Ltd

The Bank of New York Mellon Centre
160 Queen Victoria Street
Stephanie Gore
Business development manager, charities
+44 20 7163 6377

Charity work is more important than ever and we want to help you achieve your objectives.

About Newton

Newton Investment Management Limited was founded in 1978, and manages more than £47.3 billion* on behalf of charities, institutions and individual investors.

We manage £4.3billion* in assets on behalf of a wide variety of charity clients.

Our team has considerable experience in providing a highly personalised investment management service for charities and we understand the challenges facing charity trustees in managing financial assets. We offer specialist guidance and strategies, including absolute-return and equity income approaches, to help ensure growth in both long-term capital and income.

This knowledge, combined with our global thematic investment process, means we provide each of our charity clients with investment solutions tailored to their specific requirements.


Our services

  • a comprehensive, segregated fund management service for charities with over £5 million to invest
  • specialist charity funds, the Global Growth & Income Fund for Charities
  • and the SRI Fund for Charities (minimum investment of £5,000)
  • understanding and working within the legal restrictions that affect your charity
  • working in partnership with you to formulate an effective investment policy
  • agreeing an appropriate measure of performance
  • undertaking the administrative burden of investment transactions
  • regular and comprehensive reporting
  • regular investment and trustee training seminars

To find out how we can help you make a bigger difference, please contact us by email or call us on 0800 917 6594.


*as at 31 March 2012. This is a financial promotion. Issued by Newton Investment Management Limited. Authorised and regulated by the Financial Services Authority. Registered office: BNY Mellon Centre, 160 Queen Victoria Street, London EC4V 4LA. Registered in England 1371973.


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