• The objective of the Sub-Fund is to invest in a broad spread of UK and international securities to achieve income and capital growth over the longer term
• The Fund aims to outperform a benchmark consisting of 60% UK equities and 40% overseas equities by 1-2% p.a. over rolling five year periods
• Active management style enables the Fund to invest in equities on a global basis

• An ideal core holding for an investor seeking capital growth from a portfolio of American companies
• Extensive in-house research capability enables the Fund to take strong over or underweight positions in companies

• Aims to achieve income together with long-term capital growth primarily through investments in securities in the Asia Pacific ex Japan region (including Australia and New Zealand)
• A disciplined investment process with strict buy and sell criteria
• Offers regional diversification for income investors

• A conservatively managed fund enables investors to gain access to the world’s equity and fixed interest markets
• Diversified portfolio aims for capital growth
• Fixed interest exposure is gained through high quality bonds

• Aims to optimise long-term capital growth by investing in European (ex UK) large companies
• Extensive in-house research capability enables the Fund to take strong over or underweight positions in companies
• The Fund can adapt its investment style to generate performance regardless of the prevailing market environment

• Aims to provide a high income from a portfolio of mainly fixed interest securities
• The Fund has the flexibility to invest up to 100% in both high and low quality bonds to make the most of investment opportunities

• The equity portion of the Fund provides the opportunity for capital growth while the bond element affords greater security and level of income
• The Fund is able to take positions in both corporate and government bonds
• The portfolio invests predominantly within the UK, but has the flexibility to invest internationally

• Aims to achieve a high income from fixed interest bonds denominated in a European currency
• Fund will invest in lower quality bonds to maximise returns
• Flexibility to actively manages the currency exposure of the Fund to generate additional returns

• The objective of the Fund is to maximise returns by investing predominately in a worldwide portfolio of equities and fixed interest securities
• The Fund aims to outperform the Balanced Fund Median in the CAPS Pooled Fund Survey by 1-2% p.a. over rolling five year periods
• The Fund’s balanced portfolio helps reduce risk through diversification

• Aims to provide a high and rising level of income together with long-term capital growth primarily through investments in global equities
• A disciplined investment process with strict buy and sell criteria
• An actively managed fund using Newton's global thematic approach
• A globally diversified equity income fund offering global diversification for income investors

• Aims to maximise long-term capital growth from a concentrated portfolio of global equities
• Unconstrained by sector, size or geography; the manager uses the highest conviction ideas from internal analysts to take committed stock positions
• A strong management team with proven track record
• An actively managed fund using Newton's global thematic approach

• Aims to achieve long-term capital growth from an actively managed portfolio of predominantly UK equities
• A slightly more aggressive fund - the greatest convictions are given a meaningful weighting within the portfolio
• The core of the portfolio invested in large companies but has the flexibility to invest in medium and small companies

• One of the most popular funds in the industry
• Aims for a high and rising income by investing in UK companies
• A strong yield criteria is applied – only companies that pay dividends above market rates can be selected
• An equally strong sell discipline is applied – companies that pay dividends below market rates are immediately sold

• One of Newton's most popular funds, managed from within an extremely experienced UK equity investment team
• The Fund's primary emphasis is on UK companies but it has the flexibility to invest overseas
• An ideal holding for an investor looking to achieve both capital growth and income

• An ideal holding for an investor seeking returns from the world’s government bond markets
• A conservatively managed fund that primarily invests in high quality bonds
• Active management of the currency exposure is key to generating investment returns
• Global government bonds are often an overlooked asset class that is a vital component of a truly diversified portfolio

• A good choice for investors who are looking to diversify their portfolios through a broad range of international companies
• A more aggressively managed fund that seeks to achieve long-term capital growth
• The Fund invests in global companies that are favoured by our in-house research teams

• An ideal holding for an investor seeking an exposure to Japanese companies
• Focuses on companies that we believe can achieve long-term capital appreciation
• Only suitable for those willing to accept a higher level of risk from a single country fund

• This consistently successful Fund aims for long-term capital growth
• Active management style enables the Fund to invest on a global basis in both equities and fixed interest securities
• The Fund’s balanced portfolio helps reduce risk through diversification

• Aims for capital growth by investing in the Asian and Pacific markets, excluding Japan
• The active management style adopted for this Fund enables swift reactions to the fast moving Far Eastern markets
• An appealing investment proposition for an investor seeking exposure to Far Eastern equity markets and willing to accept a higher level of volatility for potentially greater returns

• Ideal investment for those seeking exposure to the Pan-European equity markets within their portfolio
• In contrast to the Newton Continental European Fund, this Fund aims for growth by investing in both UK and European companies
• Wide investment scope enables the Fund to support the best ideas of our in-house research team

• Aims to achieve long-term capital growth with low volatility, through a widely diversified portfolio
• Offers investors access to a truly diversified range of holdings including commodities†, hedge funds†, private equity† and property† as well as equities, bonds and cash in just one product
• Maybe of interest to investors looking for returns above cash but concerned about the volatility inherent in investing in a purely equity-based fund

• The Fund is committed to generating real returns from a diverse portfolio of equities and/or fixed interest securities
• This flexibility enables us to generate positive returns in a difficult economic environment
• Seeks the best investment opportunities throughout the world

• Aims to maximise growth from a concentrated portfolio of UK companies
• Company selection is of paramount importance and with no index constraints, the Fund is free to invest in and support our very best house ideas
• As the Fund does not follow an index the manager is not under pressure to invest in a company just because it is a large constituent of the market

^{† via publicly quoted transferable securities}