Newton Sustainable Growth and Income Fund for Charities Income 2 Sterling Income

The fund aims to generate capital growth and income over the long term (5 years or more) by investing globally in a diversified portfolio of equities, fixed income securities, and other equity-related securities. The fund also incorporates sustainability criteria, with a focus on environmental, social, and governance factors.

The fund exposure includes investments in global equities, emerging markets, cash, deposits, infrastructure, renewable energy, property, and commodities. It may also invest in fixed income securities rated below investment grade and use derivatives for risk management and to enhance returns. The fund's benchmark comprises a composite index that reflects the asset classes, sectors, and geographical areas in which the fund predominantly invests.

Some of the risks associated with this fund include market risk, credit risk, liquidity risk, and currency risk. Additionally, the fund may be exposed to risks related to investments in emerging markets, fixed income securities rated below investment grade, and the use of derivatives. Investors should carefully consider these risks before investing in the fund.

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