BNY Mellon Investment Funds - Newton Sustainable Global Equity Fund Institutional W IncRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 18.3 | -14.4 | 13.0 | 10.5 | |
+/-Cat | - | 0.2 | -5.1 | 0.2 | 2.4 | |
+/-B’mrk | - | -1.4 | -6.7 | -2.3 | 1.4 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 19/04/2024 | GBP 1.24 | |
Day Change | -0.47% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BF0WBK78 | |
Fund Size (Mil) 28/03/2024 | GBP 57.31 | |
Share Class Size (Mil) 19/04/2024 | GBP 0.19 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.87% |
Investment Objective: BNY Mellon Investment Funds - Newton Sustainable Global Equity Fund Institutional W Inc |
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 | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Nicholas Pope 20/09/2023 | ||
Julianne McHugh 20/09/2023 | ||
Inception Date 18/09/2020 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for BNY Mellon Investment Funds - Newton Sustainable Global Equity Fund Institutional W Inc | 29/02/2024 |
|
|
Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 6.82 |
NVIDIA Corp | Technology | 4.67 |
Apple Inc | Technology | 4.52 |
Amazon.com Inc | Consumer Cyclical | 3.58 |
Costco Wholesale Corp | Consumer Defensive | 3.05 |
Increase Decrease New since last portfolio | ||
BNY Mellon Investment Funds - Newton Sustainable Global Equity Fund Institutional W Inc |