BNY Mellon Investment Funds - Newton Real Return Fund U 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 | 2.42 | -0.11 | 12.44 | 6.94 | 7.20 | -7.19 | 2.11 | 4.40 |
+/- Category | -5.58 | 7.11 | 0.21 | 2.32 | -1.53 | 2.76 | -3.91 | -0.56 |
+/- Category Index | - | - | - | 1.65 | -0.79 | 2.07 | -7.16 | -1.96 |
% Rank in Category | 69 | 22 | 6 | 39 | 63 | 31 | 80 | 61 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.25 | 0.12 | -0.35 |
1 Week | 0.98 | -0.25 | -0.41 |
1 Month | 0.55 | 1.70 | 0.52 |
3 Months | 1.61 | 1.46 | 0.15 |
6 Months | 5.41 | 1.01 | -0.78 |
YTD | 5.67 | 1.62 | -0.20 |
1 Year | 11.44 | 2.82 | -0.25 |
3 Years Annualised | 0.63 | 0.31 | -1.51 |
5 Years Annualised | 3.07 | 0.03 | -0.81 |
10 Years Annualised | - | - | - |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.14 | 0.24 | - | - |
2023 | -1.37 | -1.89 | 0.35 | 5.16 |
2022 | -4.38 | -2.14 | -4.33 | 3.67 |
2021 | 1.17 | 2.35 | -0.22 | 3.75 |
2020 | -9.30 | 7.94 | 3.51 | 5.52 |
2019 | 4.30 | 4.38 | 1.67 | 1.58 |
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