BNY Mellon Investment Funds - Newton Global Opportunities Fund Sterling IncomeRegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 20.6 | -12.8 | 14.0 | 20.4 | 5.3 |
![]() | +/-Cat | 2.5 | -3.5 | 1.2 | 6.1 | 0.7 |
![]() | +/-B’mrk | 0.9 | -5.1 | -1.3 | 1.1 | 1.3 |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 07/02/2025 | GBP 5.66 | |
Day Change | -0.12% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B0C3H830 | |
Fund Size (Mil) 31/01/2025 | GBP 41.42 | |
Share Class Size (Mil) 07/02/2025 | GBP 0.34 | |
Max Initial Charge | - | |
Ongoing Charge 09/12/2024 | 1.69% |
Investment Objective: BNY Mellon Investment Funds - Newton Global Opportunities Fund Sterling Income |
The Sub-Fund aims to achieve capital growth 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) issued by companies located worldwide, including ordinary shares, preference shares and other equity-related securities. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Simon Nichols 20/09/2023 | ||
Tom Wilson 20/09/2023 | ||
Click here to see others | ||
Inception Date 01/07/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BNY Mellon Investment Funds - Newton Global Opportunities Fund Sterling Income | 31/12/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.80 |
![]() | ![]() | 4.94 |
![]() | ![]() | 4.90 |
![]() | ![]() | 4.57 |
![]() | ![]() | 4.48 |
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BNY Mellon Investment Funds - Newton Global Opportunities Fund Sterling Income |