BNY Mellon Investment Funds - Newton Real Return Fund Institutional W IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 2.35 | -0.20 | 12.36 | 6.84 | 7.12 | -7.25 | 2.02 | 4.35 |
+/- Category | -5.65 | 7.02 | 0.13 | 2.23 | -1.62 | 2.69 | -4.00 | -0.62 |
+/- Category Index | - | - | - | 1.55 | -0.88 | 2.01 | -7.24 | -2.01 |
% Rank in Category | 70 | 23 | 7 | 39 | 64 | 31 | 80 | 63 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.24 | 0.11 | -0.36 |
1 Week | 0.98 | -0.25 | -0.41 |
1 Month | 0.55 | 1.70 | 0.52 |
3 Months | 1.58 | 1.43 | 0.12 |
6 Months | 5.38 | 0.98 | -0.82 |
YTD | 5.61 | 1.56 | -0.26 |
1 Year | 11.34 | 2.72 | -0.35 |
3 Years Annualised | 0.55 | 0.22 | -1.59 |
5 Years Annualised | 2.99 | -0.05 | -0.89 |
10 Years Annualised | 3.38 | 0.02 | -2.11 |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.12 | 0.21 | - | - |
2023 | -1.39 | -1.92 | 0.33 | 5.13 |
2022 | -4.41 | -2.16 | -4.34 | 3.66 |
2021 | 1.16 | 2.32 | -0.23 | 3.73 |
2020 | -9.32 | 7.92 | 3.49 | 5.50 |
2019 | 4.30 | 4.35 | 1.65 | 1.57 |
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