BNY Mellon Investment Funds - Newton Multi-Asset Diversified Return Fund Institutional W Acc

Name
BNY Mellon Investment Funds - Newton Multi-Asset Diversified Return Fund Institutional W Acc
Manager
BNY Mellon Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00B81C8395
Sector
Targeted Absolute Return
Launched
05/09/2012
OCF
0.71 %
Risk Rating
5
3 Year Sharpe
0.23
3 Year Alpha
-2.80
Yield
2.6 %
Benchmark
GBP LIBOR 1M + 3%
The objective of the Sub-Fund is to achieve long-term capital growth over a period of at least 5 years from a portfolio diversified across a range of assets. The Sub-Fund is managed to seek a return in excess of cash (1 Month GBP LIBOR) +3% per annum over five years before fees. In doing so, it aims to achieve a positive return on a rolling three year basis. However, a positive return is not guaranteed and a capital loss may occur.
Holding %
Insight Liquidity 8.80 %
Pershing Square Holdings Ord 3.26 %
Hipgnosis Songs Ord 3.02 %
GCP Infrastructure Investment Ord 2.88 %
WisdomTree Physical Swiss Gold ETC 2.76 %
Renewables Infrastructure Grp 2.21 %
International Public Partnerships Ord 2.08 %
JLEN Environmental Assets Group Ord 1.94 %
BBGI SICAV Ord 1.62 %
Greencoat Renewables 1.61 %
Region %
United Kingdom 26.86 %
United States 21.97 %
Asia - Emerging 14.88 %
Eurozone 13.67 %
Asia - Developed 7.51 %
Japan 5.45 %
Sector %
Consumer Cyclical 20.65 %
Industrials 18.22 %
Financial Services 14.54 %
Technology 11.41 %
Consumer Defensive 10.47 %
Communication Services 8.31 %
Basic materials 8.25 %
Name
BNY Mellon Fund Managers Limited
Address
London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Bhavin Shah
Joined 07/31/2016

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

Paul Flood
Joined 02/15/2012

Mr. Flood is the lead manager of Newton's global multi-asset income and multi-asset diversified return strategies. He joined Newton in 2006.

Data provided by Morningstar.

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