BNY Mellon Investment Funds - Newton Sustainable Global Equity Fund Institutional W Acc

Register to Unlock Ratings
Performance History31/03/2021
Growth of 1,000 (GBP) Advanced Graph
BNY Mellon Investment Funds - Newton Sustainable Global Equity Fund Institutional W Acc
Fund--28.119.62.3
+/-Cat--9.09.0-12.4
+/-B’mrk--6.47.0-1.3
 
Key Stats
NAV
16/04/2021
 GBP 1.65
Day Change 0.43%
Morningstar Category™ Global Large-Cap Blend Equity
IA (formerly IMA) Sector Global
ISIN GB00BF0WBJ63
Fund Size (Mil)
31/03/2021
 GBP 72.94
Share Class Size (Mil)
16/04/2021
 GBP 0.73
Max Initial Charge -
Ongoing Charge
12/02/2021
  0.82%
Investment Objective: BNY Mellon Investment Funds - Newton Sustainable Global Equity Fund Institutional W Acc
The Sub-Fund aims to achieve capital growth and income 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). The companies selected will demonstrate attractive investment attributes and sustainable business practices which positively manage the material impacts of a company’s operations and products on the environment and society.
Returns
Trailing Returns (GBP)16/04/2021
YTD7.21
3 Years Annualised20.46
5 Years Annualised-
10 Years Annualised-
12 Month Yield 1.18
Management
Manager Name
Start Date
Yuko Takano
22/01/2018
Paul Markham
02/05/2019
Click here to see others
Inception Date
22/01/2018
Advertisement
Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR LCLMSCI ACWI NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  BNY Mellon Investment Funds - Newton Sustainable Global Equity Fund Institutional W Acc28/02/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.670.0098.67
Bond0.000.000.00
Property0.000.000.00
Cash1.330.001.33
Other0.000.000.00
Top 5 Regions%
United States50.55
Japan10.90
Eurozone9.96
United Kingdom9.75
Europe - ex Euro9.01
Top 5 Sectors%
Technology28.54
Financial Services13.85
Healthcare12.92
Consumer Defensive11.97
Communication Services9.23
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology5.19
Apple IncTechnologyTechnology4.36
Amazon.com IncConsumer CyclicalConsumer Cyclical3.91
Abbott LaboratoriesHealthcareHealthcare3.09
Sony CorpTechnologyTechnology3.07
BNY Mellon Investment Funds - Newton Sustainable Global Equity Fund Institutional W Acc

Related

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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement