BNY Mellon Investment Funds - Newton Multi-Asset Diversified Return Fund Institutional W AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 9.36 | -3.45 | 11.93 | 9.98 | 7.04 | -1.41 | 2.82 | 4.46 |
+/- Category | 4.49 | 0.43 | 2.85 | 6.15 | 3.59 | 8.87 | -3.46 | 1.92 |
+/- Category Index | - | - | - | 4.82 | 3.34 | 9.66 | -4.91 | 1.69 |
% Rank in Category | 2 | 40 | 14 | 2 | 12 | 2 | 97 | 6 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.08 | -0.06 | 0.11 |
1 Week | 0.87 | 0.41 | 0.57 |
1 Month | 1.45 | 0.40 | 0.80 |
3 Months | 4.09 | 1.74 | 1.14 |
6 Months | 6.90 | 2.84 | 2.60 |
YTD | 5.50 | 2.26 | 1.91 |
1 Year | 9.07 | 0.50 | -0.19 |
3 Years Annualised | 3.59 | 3.78 | 3.30 |
5 Years Annualised | 5.37 | 3.87 | 3.48 |
10 Years Annualised | 5.48 | 2.66 | 1.74 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.53 | 2.89 | - | - |
2023 | 1.18 | -1.77 | -1.12 | 4.62 |
2022 | 0.57 | -5.01 | -2.20 | 5.52 |
2021 | 2.37 | 0.84 | 0.90 | 2.77 |
2020 | -14.50 | 14.03 | 2.93 | 9.59 |
2019 | 4.14 | 2.77 | 2.45 | 2.08 |
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