BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund B 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 | 5.24 | -2.52 | 18.55 | 6.31 | 17.17 | -4.40 | 9.25 | 7.49 |
+/- Category | -4.76 | 3.85 | 2.88 | 1.06 | 6.02 | 5.68 | 0.88 | 0.99 |
+/- Category Index | - | - | - | 1.79 | 4.90 | 2.87 | -1.42 | -0.82 |
% Rank in Category | 96 | 8 | 15 | 39 | 4 | 7 | 37 | 28 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.80 | 0.74 | 0.09 |
1 Week | 1.82 | 0.23 | -0.04 |
1 Month | -0.43 | 0.82 | 0.27 |
3 Months | 0.19 | 0.67 | -0.49 |
6 Months | 6.40 | 1.66 | -0.57 |
YTD | 7.76 | 2.63 | 0.55 |
1 Year | 13.00 | 2.75 | -0.24 |
3 Years Annualised | 5.40 | 3.81 | 1.27 |
5 Years Annualised | 7.32 | 2.89 | 1.60 |
10 Years Annualised | 7.46 | 1.85 | 0.48 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.88 | 2.34 | - | - |
2023 | 3.47 | 1.42 | -0.14 | 4.25 |
2022 | -2.13 | -5.28 | 0.10 | 3.02 |
2021 | 2.60 | 4.92 | 3.29 | 5.37 |
2020 | -12.30 | 12.04 | 1.48 | 6.61 |
2019 | 6.40 | 7.23 | 2.91 | 0.97 |
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