Newton Investment Management Limited

Newton Investment Management Ltd manages over £47.6 billion* on behalf of charities, institutions and private individuals. Newton has approximately £4.6 billion* under management for over 450 charities. Its investment service for charities includes a full, segregated fund management service for charities with over £5 million, as well as two specialist pooled funds: a charity common investment fund, the Global Growth & Income Fund for Charities, and the SRI Fund for Charities, an ethically screened fund. Both of these pooled funds are available to charities with at least £5,000 to invest.

Profile

Newton's only business is the provision of investment management services and we pride ourselves on our client-focused approach to investment. We aim to provide high-quality solutions and build long term partnerships with our clients to help them achieve their investment objectives.

Services

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. Portfolios are managed in a number of ways and are designed to help ensure that investment objectives are met in the most straightforward and efficient manner, taking account of income requirements and any ethical policies. Our team offers both specialist knowledge and a proven commitment to the charity sector.

Our investment service for charities includes:

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

The managers in our specialist charity team have an average of 20 years' experience in the management of charitable funds, and many are trustees of charities in their own right.

Investment Strategy

Since its inception over 30 years ago, Newton has pursued a global thematic approach to investment. This approach recognises that no economy, industrial sector or company should be seen in isolation when there is a global market for goods and services. Newton's global thematic approach to stock selection combines the skills of global industrial analysts and individual portfolio managers to help generate long-term returns for its clients.

Contact
For further information please contact the charities team at charities@newton.co.uk or on 0800 917 6594, quoting reference 'Top 3000 Charities'.
* As at 30/06/11

This is a financial promotion and is not intended as investment advice.
The Global Growth & Income Fund for Charities is a common investment scheme authorised by the Charities Commission. The SRI Fund for Charities is a unit trust, authorised by the FSA as a Non-UCITS Retail Scheme, and operated by BNY Mellon Fund Managers Limited. Investors should read the Prospectus and/or the Simplified Prospectus before an investment is made and should note the risk factors outlined therein.