BNY Mellon Investment Funds - Newton UK Income Fund Institutional W IncomeRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -8.7 | 16.4 | 9.5 | 10.0 | 11.8 |
![]() | +/-Cat | 3.8 | -1.5 | 12.9 | 3.3 | 0.8 |
![]() | +/-B’mrk | - | - | - | 2.4 | 1.1 |
Category: UK Equity Income | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 14/08/2024 | GBP 1.59 | |
Day Change | 1.06% | |
Morningstar Category™ | UK Equity Income | |
IA (formerly IMA) Sector | UK Equity Income | |
ISIN | GB00B7W2G379 | |
Fund Size (Mil) 31/07/2024 | GBP 1605.74 | |
Share Class Size (Mil) 14/08/2024 | GBP 309.34 | |
Max Initial Charge | - | |
Ongoing Charge 31/07/2024 | 0.81% |
Investment Objective: BNY Mellon Investment Funds - Newton UK Income Fund Institutional W 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 04/09/2012 |
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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 Institutional W Income | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.60 |
![]() | ![]() | 6.27 |
![]() | ![]() | 5.27 |
![]() | ![]() | 5.02 |
![]() | ![]() | 5.02 |
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BNY Mellon Investment Funds - Newton UK Income Fund Institutional W Income |