BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional W AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 5.43 | -2.35 | 18.77 | 6.49 | 17.37 | -4.23 | 9.43 | 5.95 |
+/- Category | -4.58 | 4.01 | 3.10 | 1.24 | 6.22 | 5.85 | 1.06 | 1.54 |
+/- Category Index | - | - | - | 1.97 | 5.10 | 3.04 | -1.24 | 0.16 |
% Rank in Category | 95 | 7 | 14 | 37 | 4 | 7 | 33 | 15 |
Trailing Returns (GBP) | 17/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.02 | -0.02 | -0.09 |
1 Week | 0.24 | 0.43 | -0.17 |
1 Month | -0.62 | -0.13 | -0.46 |
3 Months | 3.01 | 0.70 | -0.91 |
6 Months | 9.06 | 2.21 | 1.05 |
YTD | 7.34 | 2.28 | 0.61 |
1 Year | 10.81 | 0.78 | -2.25 |
3 Years Annualised | 7.38 | 4.89 | 2.50 |
5 Years Annualised | 8.16 | 3.39 | 2.08 |
10 Years Annualised | 7.63 | 2.09 | 0.66 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.91 | - | - | - |
2023 | 3.52 | 1.46 | -0.10 | 4.29 |
2022 | -2.09 | -5.24 | 0.15 | 3.07 |
2021 | 2.65 | 4.97 | 3.33 | 5.41 |
2020 | -12.26 | 12.10 | 1.53 | 6.65 |
2019 | 6.45 | 7.28 | 2.96 | 1.02 |
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