BNY Mellon Investment Funds - Newton UK Equity Fund Institutional Accumulation
| Holding | % |
|---|---|
| Royal Dutch Shell PLC B | 8.02 % |
| Diageo PLC | 6.43 % |
| BP PLC | 5.14 % |
| Unilever PLC | 3.71 % |
| Prudential PLC | 3.65 % |
| AstraZeneca PLC | 3.48 % |
| Lloyds Banking Group PLC | 3.31 % |
| RELX PLC | 3.27 % |
| British American Tobacco PLC | 3.21 % |
| Compass Group PLC | 2.80 % |
| Region | % |
|---|---|
| United Kingdom | 84.95 % |
| United States | 7.53 % |
| Sector | % |
|---|---|
| Financial Services | 17.30 % |
| Consumer Defensive | 16.94 % |
| Energy | 13.47 % |
| Consumer Cyclical | 12.94 % |
| Healthcare | 10.77 % |
| Industrials | 9.60 % |
| Basic materials | 7.47 % |
Managers
Emma Mogford
Joined 11/21/2017
Chris Smith
Joined 11/21/2017
Chris Smith worked as an economist for the UK government before moving into the financial sector, latterly with the Financial Services Authority. Simultaneously he built an extensive knowledge of the wine market, providing advice and commentaries for clients of a UK broker and, for over 16 years, analysing wine pricing data to identify buying and selling opportunities and generating strong returns for specific wine portfolios.
Simon Nichols
Joined 04/28/2016
Data provided by Morningstar.
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