The SRI Fund for Charities
Newton has created The SRI Fund for Charities to meet the SRI needs of charities that have within their investment policy or their governing document specific ethical or socially responsible investment (SRI) criteria relating to their own charitable objectives.
The Fund combines Newton’s global investment process, which integrates environmental, social and governance (ESG) matters into the selection of investments, with a policy of screening the investment universe for negative and positive SRI criteria. Its objective relates to charities’ requirements to grow both income and capital over the long term.
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Contacts
For further information, please contact
0800 917 6594
charities@newton.co.ukUK (south) and international UK (north) Scotland Pamela Cowling
+44 (0)20 7163 3364
pamela_cowling@newton.co.ukJake Wellesley-Smith
+44 (0)113 233 8596
jake.wellesley-smith@newton.co.ukMatthew Dey
+44 (0)131 221 3450
matthew_dey@newton.co.uk -
Events
There are currently no scheduled events.
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Literature
These documents provide details of the SRI screening criteria that will be used within The SRI Fund for Charities, the Fund's investment objective, and Newton's investment philosophy and responsible investment credentials.
