BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 5.03 | -2.71 | 18.32 | 6.09 | 16.93 | -4.59 | 9.03 | 5.01 |
+/- Category | -4.98 | 3.65 | 2.65 | 0.84 | 5.79 | 5.49 | 0.66 | 1.57 |
+/- Category Index | - | - | - | 1.57 | 4.66 | 2.68 | -1.64 | - |
% Rank in Category | 96 | 9 | 17 | 42 | 5 | 8 | 39 | - |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.37 | 0.09 | -0.31 |
1 Week | -0.29 | -0.06 | 0.06 |
1 Month | -1.15 | -0.10 | 0.18 |
3 Months | 3.95 | 0.78 | 0.60 |
6 Months | 11.19 | -0.10 | -0.03 |
YTD | 4.62 | 1.66 | 0.87 |
1 Year | 8.94 | 0.77 | -1.35 |
3 Years Annualised | 6.36 | 4.18 | 1.98 |
5 Years Annualised | 7.82 | 3.51 | 2.03 |
10 Years Annualised | 7.07 | 1.61 | 0.29 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.84 | - | - | - |
2023 | 3.42 | 1.37 | -0.19 | 4.20 |
2022 | -2.18 | -5.32 | 0.05 | 2.97 |
2021 | 2.56 | 4.87 | 3.24 | 5.31 |
2020 | -12.34 | 11.98 | 1.43 | 6.55 |
2019 | 6.36 | 7.17 | 2.86 | 0.92 |
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