Newton Growth and Income Fund for Charities X Income

The fund aims to generate capital growth and income growth over a period of 5-7 years by investing at least 70% of its assets in a global portfolio of equities and fixed income securities.

The fund has the flexibility to invest anywhere in the world and at least 70% of its assets are allocated to a global portfolio of equities and fixed income securities. It may also invest in emerging markets, cash and deposits, infrastructure, renewable energy, property, commodities indirectly, and fixed income securities rated below investment grade. The fund may use derivatives for risk management or to enhance returns.

Some of the risks associated with this fund include market risk, credit risk, interest rate risk, currency risk, and the potential for loss of capital. Additionally, investing in emerging markets and below investment grade securities may introduce higher levels of risk and volatility. Investors should carefully consider these risks before investing in the fund.

https://www.newtonim.com/uk-charities/solutions/strategy/newton-growth-and-income-fund-for-charities/