BNY Mellon Multi-Asset Global Balanced Newton Institutional Shares 3 (Accumulation)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 10.36 | -1.70 | 18.38 | 6.25 | 17.40 | -4.64 | 9.80 | 5.93 |
+/- Category | 0.35 | 4.67 | 2.71 | 1.00 | 6.25 | 5.44 | 1.43 | 1.63 |
+/- Category Index | - | - | - | 1.73 | 5.13 | 2.62 | -0.87 | 0.82 |
% Rank in Category | 45 | 4 | 16 | 40 | 4 | 8 | 28 | 14 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.02 | 0.06 | -0.74 |
1 Week | 1.00 | 0.06 | -0.66 |
1 Month | -1.00 | -0.09 | -0.84 |
3 Months | 3.91 | 0.37 | -0.67 |
6 Months | 10.66 | -0.54 | -2.53 |
YTD | 4.39 | 1.62 | -0.02 |
1 Year | 9.77 | 1.60 | -2.00 |
3 Years Annualised | 6.57 | 4.47 | 2.05 |
5 Years Annualised | 7.94 | 3.68 | 2.15 |
10 Years Annualised | 8.27 | 2.83 | 1.34 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.93 | - | - | - |
2023 | 3.63 | 1.47 | 0.03 | 4.38 |
2022 | -2.22 | -5.32 | -0.18 | 3.18 |
2021 | 2.58 | 5.18 | 3.14 | 5.50 |
2020 | -12.11 | 11.84 | 1.21 | 6.80 |
2019 | 6.73 | 6.82 | 2.87 | 0.94 |
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