BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 5.03 | -2.71 | 18.32 | 6.09 | 16.93 | -4.59 | 9.03 | 5.01 |
+/- Category | -4.98 | 3.65 | 2.65 | 0.84 | 5.79 | 5.49 | 0.66 | 1.57 |
+/- Category Index | - | - | - | 1.57 | 4.66 | 2.68 | -1.64 | 1.20 |
% Rank in Category | 96 | 9 | 17 | 42 | 5 | 8 | 39 | 12 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.48 | 0.10 | -0.03 |
1 Week | 0.99 | 0.48 | 0.49 |
1 Month | 0.15 | 0.61 | -0.21 |
3 Months | 4.28 | 0.87 | -0.07 |
6 Months | 10.03 | 0.17 | -1.22 |
YTD | 5.29 | 1.98 | 0.35 |
1 Year | 9.73 | 1.12 | -2.56 |
3 Years Annualised | 6.58 | 4.34 | 1.76 |
5 Years Annualised | 7.94 | 3.49 | 1.89 |
10 Years Annualised | 7.12 | 1.65 | 0.23 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.84 | - | - | - |
2023 | 3.42 | 1.37 | -0.19 | 4.20 |
2022 | -2.18 | -5.32 | 0.05 | 2.97 |
2021 | 2.56 | 4.87 | 3.24 | 5.31 |
2020 | -12.34 | 11.98 | 1.43 | 6.55 |
2019 | 6.36 | 7.17 | 2.86 | 0.92 |
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