BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional W Accumulation

BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional W Accumulation
BNY Mellon Fund Managers Limited
Open Ended Investment Company
Mixed Investment 40-85% Shares
0.67 %
Risk Rating
3 Year Sharpe
3 Year Alpha
2 %
Mixed Investment 40%-85% shares
The objective of the fund is to achieve a balance between capital growth and income generation predominantly from a portfolio of UK and international securities. The manager adopts a mixed portfolio approach comprising equities, fixed income, property, commodities, cash, near cash and deposits. Exposure to these asset classes will be achieved through investment in transferable securities, approved money market instruments, warrants, derivative instruments, forward transactions and collective investment schemes. Investment in derivatives may be for investment purposes as well as for efficient portfolio management.
Holding %
Royal Dutch Shell PLC B 4.49 %
Australia (Commonwealth of) 3.75% 4.30 %
Diageo PLC 2.81 %
ETFS Physical Gold 2.78 %
Microsoft Corp 2.48 %
Eversource Energy 2.11 %
Novartis AG 2.08 %
Unilever PLC 2.08 %
Medtronic PLC 2.07 %
Prudential PLC 2.02 %
Region %
United States 35.33 %
United Kingdom 33.82 %
Europe - ex Euro 10.73 %
Eurozone 9.34 %
Sector %
Financial Services 20.74 %
Technology 19.58 %
Healthcare 13.27 %
Consumer Cyclical 12.07 %
Energy 7.95 %
Consumer Defensive 7.89 %
Industrials 6.87 %
Basic materials 6.17 %
BNY Mellon Fund Managers Limited
London, United Kingdom
Legal Structure
Open Ended Investment Company


Bhavin Shah
Joined 01/05/2018

Mr. Shah is an investment manager on the multi-asset team at Newton. He joined Newton in June 2011.

Charles French
Joined 11/30/2017
Simon Nichols
Joined 02/13/2013

Data provided by Morningstar.

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