At Newton our specialist charity fund management team is aware of the ever increasing demands placed upon charities and, therefore, our aims are simple:
- To offer straightforward investment solutions to satisfy trustees' objectives
- To relieve trustees of the work and worry associated with investment
Our investment service for charities includes:
- A full, segregated fund management service for charities
- A cash management service for short term assets and liabilities
- A specialist Charity Fund called the Global Growth & Income Fund Charities
- Understanding and working within any legal restrictions affecting your charity
- Assisting in the formulation of an investment policy
- Agreeing an appropriate measure of performance
- Relieving you of the administrative burden of investment transactions
- A regular and comprehensive reporting service
The process of building trust starts at your first meeting with us, before we begin to invest. We will define the most suitable investment strategy with you and explore your attitude to risk whilst bearing in mind your charity's commitments and plans.
Portfolios are managed in a number of ways designed to ensure that our clients' investment requirements are met in the most straightforward and efficient manner. We use a combination of direct investment and pooled funds, as appropriate, to achieve the chosen investment objective.
The managers in our specialist charity team have an average of 15 years experience in the management of charitable funds and in many cases are Trustees of charities in their own right. Newton looks after approximately £4.1 billion* on behalf of a variety of charities as shown below.
The best way for us to discuss your charity's investment requirements in greater detail is in person. We will happily visit you, but suggest that you may find a visit to one of our offices worthwhile. London acts as the centre of excellence for our charitable clients, with specialist charity fund managers in London, Edinburgh and Leeds.
Please contact the Charity Enquiries Team on 0800 917 6594 for further information, email charities@newton.co.uk or write to Newton Investment Management Limited, Mellon Financial Centre, 160 Queen Victoria Street, London, EC4V 4LA
* as at 30 June 2007 |
