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

Name
BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional W Income
Manager
BNY Mellon Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00B7LB0P54
Sector
Mixed Investment 40-85% Shares
Launched
31/08/2012
OCF
0.68 %
Risk Rating
2
3 Year Sharpe
0.47
3 Year Alpha
0.38
Yield
2.2 %
Benchmark
IA Mixed Invest 40 - 85% Shares
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.
Holding %
Insight Liquidity 8.76 %
Australia (Commonwealth of) 3.75% 4.53 %
Microsoft Corp 3.29 %
Diageo PLC 2.57 %
Royal Dutch Shell PLC B 2.49 %
WisdomTree Physical Gold 2.48 %
Novartis AG 2.32 %
AIA Group Ltd 2.25 %
Apple Inc 2.22 %
RELX PLC 2.13 %
Region %
United States 37.01 %
United Kingdom 30.27 %
Eurozone 11.21 %
Europe - ex Euro 8.70 %
Asia - Developed 5.05 %
Sector %
Technology 20.36 %
Financial Services 19.34 %
Healthcare 17.96 %
Communication Services 10.06 %
Consumer Defensive 7.44 %
Industrials 6.07 %
Basic materials 5.30 %
Consumer Cyclical 5.17 %
Name
BNY Mellon Fund Managers Limited
Address
London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

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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