Newton Growth and Income Fund for Charities (Responsible) Sterling Income
Fund
ISIN GB00BH3H2446 / Valor 24139581
NAV (2025-11-21)
GBP 1.86-0.75%
Newton Growth and Income Fund for Charities (Responsible) Sterling Income
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The Newton Gr and Inc Fund for Chrts Resp seeks long-term capital growth and income by investing globally, with at least 70% of its portfolio in a mix of international stocks and bonds. The fund prioritizes sustainable investments, ensuring all holdings meet environmental, social, and governance (ESG) standards and excluding companies that rely heavily on tobacco sales. Beyond equities and fixed income, the fund may also invest in emerging markets, infrastructure, renewable energy, real estate, commodities, lower-rated bonds, and use derivatives to manage risk or boost returns. Additionally, up to 10% of the portfolio can be invested in other mutual funds or similar investment schemes.
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esgglobal equitiesmsci ac worldftse actuaries uk conventional gilts all stocks
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OTHER SHARE CLASSES OF THIS FUND
Newton Growth and Income Fund for Charities (Responsible) X Accumulation
Newton Growth and Income Fund for Charities (Responsible) X Accumulation
Newton Growth and Income Fund for Charities (Responsible) X Accumulation
Valor: 13782579
Annual Return
-50%0%+50%
Risk level
110
-0.75%GBP 1.13
Newton Growth and Income Fund for Charities (Responsible) 2 Sterling Income
Newton Growth and Income Fund for Charities (Responsible) 2 Sterling Income
Newton Growth and Income Fund for Charities (Responsible) 2 Sterling Income
Valor: 12600435
Annual Return
-50%0%+50%
Risk level
110
-0.75%GBP 1.21
Newton Growth and Income Fund for Charities (Responsible) Sterling Accumulation
Newton Growth and Income Fund for Charities (Responsible) Sterling Accumulation
Newton Growth and Income Fund for Charities (Responsible) Sterling Accumulation
Valor: 24139591
Annual Return
-50%0%+50%
Risk level
110
-0.75%GBP 2.40
Newton Growth and Income Fund for Charities (Responsible) X Income
Newton Growth and Income Fund for Charities (Responsible) X Income
Newton Growth and Income Fund for Charities (Responsible) X Income
Valor: 24139594