BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional W AccumulationRegister 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 | 5.43 | -2.35 | 18.77 | 6.49 | 17.37 | -4.23 | 9.43 | 8.40 |
+/- Category | -4.58 | 4.01 | 3.10 | 1.24 | 6.22 | 5.85 | 1.06 | 2.43 |
+/- Category Index | - | - | - | 1.97 | 5.10 | 3.04 | -1.24 | 1.36 |
% Rank in Category | 95 | 7 | 14 | 37 | 4 | 7 | 33 | 10 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.28 | 0.10 | 0.40 |
1 Week | 0.18 | -0.24 | -0.08 |
1 Month | 1.13 | -0.39 | 0.03 |
3 Months | 3.74 | 0.70 | -0.17 |
6 Months | 8.93 | 1.25 | 0.32 |
YTD | 8.58 | 1.92 | 0.75 |
1 Year | 14.02 | 1.15 | -1.04 |
3 Years Annualised | 6.92 | 4.25 | 1.88 |
5 Years Annualised | 7.74 | 3.18 | 2.00 |
10 Years Annualised | 7.82 | 2.04 | 0.71 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.91 | 2.36 | - | - |
2023 | 3.52 | 1.46 | -0.10 | 4.29 |
2022 | -2.09 | -5.24 | 0.15 | 3.07 |
2021 | 2.65 | 4.97 | 3.33 | 5.41 |
2020 | -12.26 | 12.10 | 1.53 | 6.65 |
2019 | 6.45 | 7.28 | 2.96 | 1.02 |
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