BNY Mellon Investment Funds - Newton Real Return Fund X Accumulation

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Growth Of 1000 (GBP) 31/01/2025
Fund:  BNY Mellon Investment Funds - Newton Real Return Fund X Accumulation
Category:  GBP Flexible Allocation
Category Index:  Morningstar UK Mod Tgt Alloc NR GBP
Growth of 1,000 GBP
Annual Returns (GBP)31/01/2025
 201820192020202120222023202431/01
Price Return0.4113.037.497.78-6.722.637.282.76
+/- Category7.630.802.88-0.963.22-3.391.080.35
+/- Category Index--2.20-0.222.54-6.64-1.280.09
% Rank in Category206365729784242
Trailing Returns (GBP)12/02/2025
   Total Returns   +/- Category   +/- Category Index
1 Day-0.11   0.000.12
1 Week0.57   -0.230.38
1 Month2.10   -0.46-0.62
3 Months2.80   0.41-0.53
6 Months4.42   -0.54-1.73
YTD2.83   -0.04-0.07
1 Year8.98   -0.42-2.25
3 Years Annualised3.01   0.70-1.68
5 Years Annualised3.66   0.48-0.56
10 Years Annualised4.01   0.62-1.39
 
Quarterly Returns (GBP)31/01/2025
 Quarter 1Quarter 2Quarter 3Quarter 4
20244.280.371.870.62
2023-1.25-1.760.485.29
2022-4.26-2.02-4.203.80
20211.312.48-0.093.90
2020-9.188.083.655.66
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Dec 2031 Dec 2131 Dec 2231 Dec 2331 Dec 24
7.497.78-6.722.637.28
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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