BNY Mellon Investment Funds - Newton Multi-Asset Diversified Return Fund Sterling AccumulationRegister 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 | 8.58 | -4.17 | 11.09 | 9.15 | 6.23 | -2.15 | 2.06 | 1.34 |
+/- Category | 3.72 | -0.29 | 2.01 | 5.32 | 2.79 | 8.13 | -4.23 | -0.43 |
+/- Category Index | - | - | - | 3.98 | 2.54 | 8.92 | -5.68 | -0.68 |
% Rank in Category | 4 | 57 | 22 | 4 | 18 | 3 | 98 | 70 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.31 | -0.34 | -0.24 |
1 Week | -1.32 | -0.37 | -0.32 |
1 Month | 0.38 | 0.91 | 1.08 |
3 Months | 2.66 | 1.01 | 1.16 |
6 Months | 7.07 | 1.00 | -0.07 |
YTD | 0.39 | 0.37 | 0.21 |
1 Year | 0.51 | -3.40 | -4.65 |
3 Years Annualised | 0.97 | 1.78 | 1.25 |
5 Years Annualised | 3.98 | 2.63 | 2.12 |
10 Years Annualised | 4.47 | 1.88 | 0.93 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.34 | - | - | - |
2023 | 0.99 | -1.95 | -1.31 | 4.43 |
2022 | 0.38 | -5.19 | -2.38 | 5.32 |
2021 | 2.18 | 0.65 | 0.71 | 2.57 |
2020 | -14.66 | 13.81 | 2.74 | 9.38 |
2019 | 3.95 | 2.58 | 2.25 | 1.88 |
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