BNY Mellon Investment Funds - Newton Multi-Asset Income Fund Institutional W AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 4.1 | 11.5 | 0.6 | 3.3 | 5.8 |
![]() | +/-Cat | 0.0 | 3.5 | 11.1 | -4.2 | 0.7 |
![]() | +/-B’mrk | -1.2 | 3.5 | 9.9 | -6.0 | -0.6 |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 14/08/2024 | GBP 1.83 | |
Day Change | 0.52% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB00BP851Q49 | |
Fund Size (Mil) 31/07/2024 | GBP 239.00 | |
Share Class Size (Mil) 14/08/2024 | GBP 90.75 | |
Max Initial Charge | - | |
Ongoing Charge 31/07/2024 | 0.89% |
Investment Objective: BNY Mellon Investment Funds - Newton Multi-Asset Income Fund Institutional W Accumulation |
The Sub-Fund aims to achieve income together with the potential for capital growth over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 75% of the portfolio in UK and international securities across a range of global asset classes including, without limitation, equities (company shares), fixed income (bonds), infrastructure, renewable energy, property, commodities and near cash. The Sub-Fund will not have any restrictions on the proportion of the portfolio allocated to any of these asset classes. Exposure to these asset classes will be achieved through investment in transferable securities, money market instruments, warrants, derivatives (including but not limited to currency-related derivatives), convertible bonds, contingent convertible bonds and collective investment schemes (including but not limited to another Sub-Fund or Sub-Funds of the Company or other BNY Mellon funds). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Paul Flood 04/02/2015 | ||
Bhavin Shah 01/07/2019 | ||
Inception Date 04/02/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
60% MSCI ACWI NR GBP , 40% ICE BofA Gbl Brd Mkt TR HGBP | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BNY Mellon Investment Funds - Newton Multi-Asset Income Fund Institutional W Accumulation | 30/06/2024 |
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