BNY Mellon Investment Funds - Newton Global Opportunities Fund Sterling IncomeRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 9.1 | 20.6 | -12.8 | 14.0 | 12.0 | |
+/-Cat | -1.5 | 2.5 | -3.5 | 1.2 | 2.1 | |
+/-B’mrk | -3.1 | 0.9 | -5.1 | -1.3 | -0.4 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 16/09/2024 | GBP 5.04 | |
Day Change | 0.07% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B0C3H830 | |
Fund Size (Mil) 31/08/2024 | GBP 37.18 | |
Share Class Size (Mil) 16/09/2024 | GBP 1.62 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.69% |
Investment Objective: BNY Mellon Investment Funds - Newton Global Opportunities Fund Sterling Income |
The Sub-Fund aims to achieve capital growth over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 75% of its assets in a concentrated portfolio of global equities (company shares) issued by companies located worldwide, including ordinary shares, preference shares and other equity-related securities. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Simon Nichols 20/09/2023 | ||
Tom Wilson 20/09/2023 | ||
Click here to see others | ||
Inception Date 01/07/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BNY Mellon Investment Funds - Newton Global Opportunities Fund Sterling Income | 31/08/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 5.78 |
Apple Inc | Technology | 4.55 |
Amazon.com Inc | Consumer Cyclical | 4.01 |
NVIDIA Corp | Technology | 4.00 |
Alphabet Inc Class A | Communication Services | 3.97 |
Increase Decrease New since last portfolio | ||
BNY Mellon Investment Funds - Newton Global Opportunities Fund Sterling Income |