BNY Mellon Investment Funds - Newton Multi-Asset Diversified Return Fund Institutional W AccRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 10.0 | 7.0 | -1.4 | 2.8 | 6.1 | |
+/-Cat | 6.2 | 3.6 | 8.9 | -3.5 | 0.9 | |
+/-B’mrk | 4.8 | 3.3 | 9.7 | -4.9 | 0.7 | |
Category: GBP Allocation 20-40% Equity | ||||||
Category Benchmark: Morningstar UK Mod Caut Tgt... |
Key Stats | ||
NAV 04/10/2024 | GBP 1.94 | |
Day Change | -0.35% | |
Morningstar Category™ | GBP Allocation 20-40% Equity | |
IA (formerly IMA) Sector | Targeted Absolute Return | |
ISIN | GB00B81C8395 | |
Fund Size (Mil) 30/09/2024 | GBP 434.13 | |
Share Class Size (Mil) 04/10/2024 | GBP 267.47 | |
Max Initial Charge | - | |
Ongoing Charge 25/09/2024 | 1.08% |
Investment Objective: BNY Mellon Investment Funds - Newton Multi-Asset Diversified Return Fund Institutional W Acc |
The objective of the Sub-Fund is to achieve long-term capital growth over a period of at least 5 years from a portfolio diversified across a range of assets. The policy of the Sub-Fund is to gain exposure to a diversified range of asset classes including, but not limited to, equities, fixed income, property, commodities, infrastructure, renewable energy, currencies, cash, near cash and deposits. Exposure to these asset classes will be achieved through investment in transferable securities (such as company shares, listed investment trusts, REITs, bonds, structured notes, convertible bonds, contingent convertible bonds), collective investment schemes (including but not limited to another Sub-Fund or Sub-Funds of the Company), warrants, derivative instruments, forward transactions, deposits and approved money market instruments. |
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Management | ||
Manager Name Start Date | ||
Paul Flood 15/02/2012 | ||
Bhavin Shah 31/07/2016 | ||
Inception Date 05/09/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
SONIA +3% | Morningstar UK Mod Caut Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BNY Mellon Investment Funds - Newton Multi-Asset Diversified Return Fund Institutional W Acc | 31/08/2024 |
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