BNY Mellon Investment Funds - Newton Global Opportunities Fund Institutional W IncomeRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 10.0 | 21.6 | -12.1 | 14.9 | 9.0 | |
+/-Cat | -0.6 | 3.5 | -2.8 | 2.1 | 3.1 | |
+/-B’mrk | -2.2 | 1.9 | -4.4 | -0.3 | 2.5 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 03/05/2024 | GBP 3.28 | |
Day Change | 0.66% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B8C1LK38 | |
Fund Size (Mil) 30/04/2024 | GBP 36.57 | |
Share Class Size (Mil) 03/05/2024 | GBP 8.08 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.90% |
Investment Objective: BNY Mellon Investment Funds - Newton Global Opportunities Fund Institutional W Income |
The Sub-Fund aims to achieve capital growth over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 75% of its assets in a concentrated portfolio of global equities (company shares) issued by companies located worldwide, including ordinary shares, preference shares and other equity-related securities. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Simon Nichols 20/09/2023 | ||
Tom Wilson 20/09/2023 | ||
Click here to see others | ||
Inception Date 04/09/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BNY Mellon Investment Funds - Newton Global Opportunities Fund Institutional W Income | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 6.73 |
Alphabet Inc Class A | Communication Services | 3.88 |
Amazon.com Inc | Consumer Cyclical | 3.71 |
Apple Inc | Technology | 3.61 |
Mastercard Inc Class A | Financial Services | 3.47 |
Increase Decrease New since last portfolio | ||
BNY Mellon Investment Funds - Newton Global Opportunities Fund Institutional W Income |