BNY Mellon Investment Funds - Newton Global Opportunities Fund Exempt 2 AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 10.0 | 21.6 | -12.1 | 14.9 | 11.5 |
![]() | +/-Cat | -0.6 | 3.5 | -2.8 | 2.2 | 2.0 |
![]() | +/-B’mrk | -2.2 | 1.9 | -4.4 | -0.3 | -0.7 |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 14/08/2024 | GBP 6.39 | |
Day Change | 1.16% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B0C3H616 | |
Fund Size (Mil) 31/07/2024 | GBP 37.86 | |
Share Class Size (Mil) 14/08/2024 | GBP 1.56 | |
Max Initial Charge | - | |
Ongoing Charge 31/07/2024 | 0.88% |
Investment Objective: BNY Mellon Investment Funds - Newton Global Opportunities Fund Exempt 2 Accumulation |
The Sub-Fund aims to achieve capital growth over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 75% of its assets in a concentrated portfolio of global equities (company shares) issued by companies located worldwide, including ordinary shares, preference shares and other equity-related securities. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Simon Nichols 20/09/2023 | ||
Tom Wilson 20/09/2023 | ||
Click here to see others | ||
Inception Date 01/07/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BNY Mellon Investment Funds - Newton Global Opportunities Fund Exempt 2 Accumulation | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.41 |
![]() | ![]() | 4.47 |
![]() | ![]() | 4.22 |
![]() | ![]() | 3.99 |
![]() | ![]() | 3.69 |
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BNY Mellon Investment Funds - Newton Global Opportunities Fund Exempt 2 Accumulation |