BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional W IncomeRegister 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 | 5.42 | -2.34 | 18.76 | 6.48 | 17.37 | -4.23 | 9.44 | 8.45 |
+/- Category | -4.58 | 4.02 | 3.09 | 1.24 | 6.22 | 5.85 | 1.07 | 2.48 |
+/- Category Index | - | - | - | 1.96 | 5.10 | 3.04 | -1.23 | 1.41 |
% Rank in Category | 95 | 7 | 14 | 37 | 4 | 7 | 33 | 9 |
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 | 1.14 | -0.38 | 0.04 |
3 Months | 3.76 | 0.71 | -0.15 |
6 Months | 8.97 | 1.29 | 0.36 |
YTD | 8.63 | 1.97 | 0.80 |
1 Year | 14.09 | 1.21 | -0.98 |
3 Years Annualised | 6.94 | 4.27 | 1.90 |
5 Years Annualised | 7.75 | 3.19 | 2.01 |
10 Years Annualised | 7.82 | 2.04 | 0.72 |
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 | 5.93 | 2.38 | - | - |
2023 | 3.52 | 1.46 | -0.10 | 4.29 |
2022 | -2.09 | -5.23 | 0.15 | 3.06 |
2021 | 2.65 | 4.97 | 3.33 | 5.41 |
2020 | -12.26 | 12.09 | 1.53 | 6.65 |
2019 | 6.45 | 7.27 | 2.95 | 1.02 |
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