BNY Mellon Investment Funds - Newton UK Income Fund Sterling IncomeRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -9.5 | 15.4 | 8.6 | 9.1 | 8.0 |
![]() | +/-Cat | 3.1 | -2.4 | 12.0 | 2.4 | 1.4 |
![]() | +/-B’mrk | - | - | - | 1.5 | 0.7 |
Category: UK Equity Income | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 15/07/2024 | GBP 0.78 | |
Day Change | -0.26% | |
Morningstar Category™ | UK Equity Income | |
IA (formerly IMA) Sector | UK Equity Income | |
ISIN | GB0006779218 | |
Fund Size (Mil) 30/06/2024 | GBP 1572.67 | |
Share Class Size (Mil) 15/07/2024 | GBP 489.01 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.60% |
Investment Objective: BNY Mellon Investment Funds - Newton UK Income Fund Sterling Income |
The Sub-Fund aims to achieve income over an annual period together with capital growth over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 70% of the portfolio in UK equities (company shares), including ordinary shares, preference shares and other equity-related securities. UK companies are defined as those that are either domiciled, incorporated or which have significant business in the UK. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Tim Lucas 22/04/2022 | ||
David Cumming 22/04/2022 | ||
Inception Date 01/06/1987 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BNY Mellon Investment Funds - Newton UK Income Fund Sterling Income | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.92 |
![]() | ![]() | 5.89 |
![]() | ![]() | 5.30 |
![]() | ![]() | 5.09 |
![]() | ![]() | 5.05 |
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BNY Mellon Investment Funds - Newton UK Income Fund Sterling Income |