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

BNY Mellon Investment Funds - Newton Multi-Asset Diversified Return Fund Institutional W Income
BNY Mellon Fund Managers Limited
Open Ended Investment Company
Targeted Absolute Return
0.71 %
Risk Rating
3 Year Sharpe
3 Year Alpha
2.8 %
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 9.03 %
Long Gilt.Mar 2020 Future 7.36 %
United Kingdom of Great Britain and Northern Ireland 0% 6.70 %
United Kingdom of Great Britain and Northern Ireland 0% 5.17 %
Pershing Square Holdings Ord 2.52 %
Hipgnosis Songs Ord 2.17 %
Renewables Infrastructure Grp 1.96 %
International Public Partnerships Ord 1.80 %
JLEN Environmental Assets Group Ord 1.66 %
Tufton Oceanic Assets 1.48 %
Region %
United States 27.54 %
United Kingdom 26.55 %
Asia - Emerging 10.92 %
Eurozone 10.22 %
Japan 7.51 %
Asia - Developed 6.86 %
Sector %
Consumer Cyclical 20.56 %
Industrials 20.20 %
Financial Services 13.81 %
Technology 11.65 %
Consumer Defensive 11.56 %
Basic materials 6.45 %
Communication Services 6.37 %
BNY Mellon Fund Managers Limited
London, United Kingdom
Legal Structure
Open Ended Investment Company


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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