BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund B AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 5.24 | -2.52 | 18.57 | 6.30 | 17.17 | -4.39 | 9.24 | 5.07 |
+/- Category | -4.77 | 3.85 | 2.90 | 1.05 | 6.03 | 5.69 | 0.88 | 1.62 |
+/- Category Index | - | - | - | 1.78 | 4.90 | 2.87 | -1.42 | - |
% Rank in Category | 96 | 8 | 15 | 39 | 4 | 7 | 37 | - |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.37 | -0.52 | -0.32 |
1 Week | -0.29 | -0.80 | 0.06 |
1 Month | -1.14 | -0.47 | 0.19 |
3 Months | 3.99 | 0.58 | 0.64 |
6 Months | 11.28 | -0.82 | 0.06 |
YTD | 4.68 | 1.21 | 0.92 |
1 Year | 9.15 | 0.16 | -1.15 |
3 Years Annualised | 6.56 | 4.18 | 2.18 |
5 Years Annualised | 8.03 | 3.55 | 2.25 |
10 Years Annualised | 7.23 | 1.67 | 0.44 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.88 | - | - | - |
2023 | 3.47 | 1.42 | -0.14 | 4.25 |
2022 | -2.13 | -5.27 | 0.10 | 3.02 |
2021 | 2.61 | 4.92 | 3.30 | 5.36 |
2020 | -12.30 | 12.04 | 1.48 | 6.60 |
2019 | 6.41 | 7.23 | 2.91 | 0.97 |
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