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

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Performance History31/05/2022
Growth of 1,000 (GBP) Advanced Graph
BNY Mellon Investment Funds - Newton Sustainable Global Equity Fund Institutional W Acc
Fund-28.119.618.3-11.1
+/-Cat-9.09.00.2-3.1
+/-B’mrk-6.47.0-1.4-4.8
 
Key Stats
NAV
28/06/2022
 GBP 1.58
Day Change 0.09%
Morningstar Category™ Global Large-Cap Blend Equity
IA (formerly IMA) Sector Global
ISIN GB00BF0WBJ63
Fund Size (Mil)
31/05/2022
 GBP 70.99
Share Class Size (Mil)
28/06/2022
 GBP 3.16
Max Initial Charge -
Ongoing Charge
08/02/2022
  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) that meet the Investment Manager’s sustainability criteria, where environmental, social and governance (“ESG”) considerations are an integral part of the criteria. The Investment Manager focuses on identifying companies that demonstrate sustainable business practices and an ability to generate returns consistent with the Sub-Fund’s objective. Sustainable business practices are those which positively manage the material impacts of a company’s operations and products on the environment and society.
Returns
Trailing Returns (GBP)28/06/2022
YTD-13.33
3 Years Annualised9.18
5 Years Annualised-
10 Years Annualised-
12 Month Yield 1.10
Management
Manager Name
Start Date
Nicholas Pope
31/01/2022
Paul Markham
01/10/2021
Inception Date
22/01/2018
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR GBPMSCI 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 Acc31/05/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.600.0097.60
Bond0.140.000.14
Property0.000.000.00
Cash2.310.052.26
Other0.000.000.00
Top 5 Regions%
United States51.91
United Kingdom12.07
Europe - ex Euro12.01
Eurozone11.53
Japan6.27
Top 5 Sectors%
Technology28.96
Healthcare16.43
Financial Services11.23
Basic Materials9.52
Communication Services8.12
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology5.68
Apple IncTechnologyTechnology4.30
Abbott LaboratoriesHealthcareHealthcare3.12
Accenture PLC Class ATechnologyTechnology3.00
Amazon.com IncConsumer CyclicalConsumer Cyclical2.82
BNY Mellon Investment Funds - Newton Sustainable Global Equity Fund Institutional W Acc

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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)