BNY Mellon Multi-Asset Global Balanced Newton Institutional Shares 3 (Accumulation)Register 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 | 10.36 | -1.70 | 18.38 | 6.25 | 17.40 | -4.64 | 9.80 | 5.16 |
+/- Category | 0.35 | 4.67 | 2.71 | 1.00 | 6.25 | 5.44 | 1.43 | 1.74 |
+/- Category Index | - | - | - | 1.73 | 5.13 | 2.62 | -0.87 | 1.35 |
% Rank in Category | 45 | 4 | 16 | 40 | 4 | 8 | 28 | 9 |
Trailing Returns (GBP) | 10/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.20 | -0.19 | -0.07 |
1 Week | 2.38 | 0.26 | 0.70 |
1 Month | 2.91 | 1.15 | 0.66 |
3 Months | 6.48 | 1.42 | 0.72 |
6 Months | 12.33 | 0.63 | 0.15 |
YTD | 7.94 | 2.41 | 1.24 |
1 Year | 14.01 | 2.46 | -0.28 |
3 Years Annualised | 7.62 | 4.75 | 2.25 |
5 Years Annualised | 8.97 | 3.77 | 2.29 |
10 Years Annualised | 8.54 | 2.81 | 1.46 |
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 | 5.93 | - | - | - |
2023 | 3.63 | 1.47 | 0.03 | 4.38 |
2022 | -2.22 | -5.32 | -0.18 | 3.18 |
2021 | 2.58 | 5.18 | 3.14 | 5.50 |
2020 | -12.11 | 11.84 | 1.21 | 6.80 |
2019 | 6.73 | 6.82 | 2.87 | 0.94 |
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