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Segregated Management
Pooled Funds
You can find out more about the performance of Newton's range of Pooled Funds* below.

Quarterly Reports
This outlines the activity in the past quarter, performance information and sector/geographic weightings against benchmarks, as well as major holdings. It also includes a general review of the markets and their outlook.

Annual Investment Reports
Published quarterly, these are intended to give a review of the markets over the last 12 months, as well as other information, including asset allocations, largest holdings and a review of performance. Details of the trustee and custodian are also outlined.
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Quarterly Report * Download *
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Institutional Pooled Funds Quarterly Report * Institutional Pooled Funds Quarterly Report * *
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Annual Investment Reports * Download *
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Newton Exempt Fund * Newton Exempt Fund * *
Newton 60/40 Global Equity Fund * Newton 60/40 Global Equity Fund * *
Newton Absolute Intrepid Fund * Newton Absolute Intrepid Fund * *
Newton American Fund * Newton American Fund * *
Newton Continental European Fund * Newton Continental European Fund * *
Newton Global Balanced Fund * Newton Global Balanced Fund * *
Newton Global Dynamic Bond Fund * Newton Global Dynamic Bond Fund * *
Newton Global Opportunities Fund * Newton Global Opportunities Fund * *
Newton Higher Income Fund * Newton Higher Income Fund * *
Newton Income Fund * Newton Income Fund * *
Newton Index Linked Gilt Fund * Newton Index Linked Gilt Fund * *
Newton International Bond Fund * Newton International Bond Fund * *
Newton International Growth Fund * Newton International Growth Fund * *
Newton Japan Fund * Newton Japan Fund * *
Newton Long Corporate Bond Fund * Newton Long Corporate Bond Fund * *
Newton Long Gilt Fund * Newton Long Gilt Fund * *
Newton Oriental Fund * Newton Oriental Fund * *
Newton Overseas Equity Fund * Newton Overseas Equity Fund * *
Newton Phoenix Fund * Newton Phoenix Fund * *
Newton UK Equity Fund * Newton UK Equity Fund * *
Newton UK Opportunities Fund * Newton UK Opportunities Fund * *
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You can also use the link on the right of the screen to view the relevant Pooled Fund Factsheets.

* Newton's range of pooled funds are defined as those sub-funds within the Mellon Investments Funds ICVC umbrella that are managed by Newton Investment Management.
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  Newton Investment Management Limited (an Investment Company), The Bank of New York Mellon Centre, 160 Queen Victoria St, London, England, EC4V 4LA. Place of registration: UK Registered No. 1371973. Authorised and regulated by the Financial Services Authority. © Newton .