BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund T AccumulationRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | -4.1 | 9.5 | 9.1 | |
+/-Cat | - | - | 6.0 | 1.1 | 1.3 | |
+/-B’mrk | - | - | 3.1 | -1.2 | 0.2 | |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 14/10/2024 | GBP 1.16 | |
Day Change | 0.35% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB00BNBQX427 | |
Fund Size (Mil) 30/09/2024 | GBP 3222.56 | |
Share Class Size (Mil) 11/10/2024 | GBP 41.35 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.56% |
Morningstar Research |
Analyst Report | 06/09/2024 Tom Mills, Senior Analyst Morningstar, Inc |
BNY Mellon Multi-Asset Balanced tends to have a high equity weight, but the strategy's success lies in a skilled lead manager and disciplined investment process underpinned by Newton's distinctive thematic stock-selection approach. the... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund T Accumulation |
The Sub-Fund aims to achieve a balance between income and capital growth over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 75% of the portfolio in UK and international securities across a range of global asset classes including, without limitation, equities (company shares), fixed income securities (bonds), infrastructure, renewable energy, property, commodities and near cash. The Sub-Fund does not have any restrictions on the portion of the portfolio allocated to any of these asset classes. Exposure to these asset classes will be achieved through investment in transferable securities, money market instruments, warrants, derivatives (including but not limited to currency-related derivatives), convertible bonds, contingent convertible bonds and collective investment schemes (including but not limited to another Sub-Fund or Sub-Funds of the Company or other BNY Mellon funds). |
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Management | ||
Manager Name Start Date | ||
Simon Nichols 13/02/2013 | ||
Paul Flood 01/07/2022 | ||
Click here to see others | ||
Inception Date 05/11/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Invest 40 - 85% Shares | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund T Accumulation | 30/09/2024 |
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