BNY Mellon Investment Funds - Newton UK Equity Fund Institutional Accumulation
Holding | % |
---|---|
Royal Dutch Shell PLC B | 7.54 % |
Diageo PLC | 6.88 % |
BP PLC | 4.64 % |
Unilever PLC | 4.41 % |
AstraZeneca PLC | 4.18 % |
RELX PLC | 3.94 % |
Prudential PLC | 3.27 % |
Compass Group PLC | 3.26 % |
British American Tobacco PLC | 2.92 % |
Lloyds Banking Group PLC | 2.88 % |
Region | % |
---|---|
United Kingdom | 85.57 % |
United States | 8.14 % |
Sector | % |
---|---|
Consumer Defensive | 18.86 % |
Financial Services | 16.61 % |
Healthcare | 13.56 % |
Consumer Cyclical | 13.03 % |
Energy | 12.42 % |
Industrials | 10.81 % |
Basic materials | 7.40 % |
Managers
Chris Smith
Joined 11/21/2017
Chris Smith is co-manager of the Japan and Japan Value funds. He joined Polar Capital in January 2012 as a Japanese equity analyst, prior to which he Chris gained five years’ experience working in accountancy. He holds a BSc (1st Class Hons) in applied accounting and is a chartered certified accountant and a CFA charter holder.
Simon Nichols
Joined 04/28/2016
Data provided by Morningstar.
The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.
This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.
You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.