BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Sterling 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 | 4.43 | -3.27 | 17.64 | 5.48 | 16.27 | -5.13 | 8.43 | 7.99 |
+/- Category | -5.57 | 3.10 | 1.97 | 0.24 | 5.13 | 4.95 | 0.06 | 2.02 |
+/- Category Index | - | - | - | 0.97 | 4.00 | 2.14 | -2.24 | 0.95 |
% Rank in Category | 97 | 12 | 25 | 47 | 7 | 9 | 49 | 15 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.27 | 0.09 | 0.39 |
1 Week | 0.16 | -0.26 | -0.10 |
1 Month | 1.06 | -0.46 | -0.04 |
3 Months | 3.54 | 0.49 | -0.37 |
6 Months | 8.50 | 0.82 | -0.11 |
YTD | 8.12 | 1.46 | 0.28 |
1 Year | 13.07 | 0.20 | -1.99 |
3 Years Annualised | 5.95 | 3.28 | 0.91 |
5 Years Annualised | 6.75 | 2.19 | 1.01 |
10 Years Annualised | 6.82 | 1.04 | -0.28 |
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 | 5.71 | 2.16 | - | - |
2023 | 3.27 | 1.22 | -0.33 | 4.06 |
2022 | -2.32 | -5.46 | -0.09 | 2.82 |
2021 | 2.41 | 4.72 | 3.09 | 5.16 |
2020 | -12.47 | 11.82 | 1.28 | 6.40 |
2019 | 6.20 | 7.02 | 2.70 | 0.78 |
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