BNY Mellon Investment Funds - Newton UK Equity Fund Institutional W Accumulation

Name
BNY Mellon Investment Funds - Newton UK Equity Fund Institutional W Accumulation
Manager
BNY Mellon Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00B6X4W596
Sector
UK All Companies
Launched
05/09/2012
OCF
0.79 %
Risk Rating
1
3 Year Sharpe
0.87
3 Year Alpha
1.76
Yield
3.5 %
Benchmark
FTSE AllSh TR GBP
The objective of the fund is a total return comprised of long-term capital growth and income generation by investing in shares and similar investments of companies listed or located in the UK. The fund may invest in companies of all sizes and within any industry. The fund may invest up to 20% in securities from outside the UK. The fund will typically invest in fewer than 70 securities and limit investment in other mutual funds to 10%.
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 %
Name
BNY Mellon Fund Managers Limited
Address
London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

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.

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