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
2
3 Year Sharpe
0.81
3 Year Alpha
0.05
Yield
3.4 %
Benchmark
FTSE AllSh TR GBP
The investment strategy of the fund is to purchase units in the BNY Mellon UK Equity Fund. That fund aims to achieve a total return comprised of long-term capital growth and income by investing in shares (i.e. equities) and similar investments of companies listed or located in the UK.
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 %
Name
BNY Mellon Fund Managers Limited
Address
London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

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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