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

Name
BNY Mellon Investment Funds - Newton UK Equity Fund Institutional W Income
Manager
BNY Mellon Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00B8GHL294
Sector
UK All Companies
Launched
05/09/2012
OCF
0.79 %
Risk Rating
2
3 Year Sharpe
0.61
3 Year Alpha
0.09
Yield
3.4 %
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 8.37 %
Diageo PLC 6.47 %
BP PLC 4.96 %
Unilever PLC 4.05 %
Prudential PLC 3.99 %
RELX PLC 3.73 %
AstraZeneca PLC 3.58 %
Lloyds Banking Group PLC 2.96 %
Compass Group PLC 2.88 %
Anglo American PLC 2.83 %
Region %
United Kingdom 84.84 %
United States 7.40 %
Sector %
Consumer Defensive 17.97 %
Financial Services 17.71 %
Energy 13.70 %
Consumer Cyclical 13.00 %
Healthcare 12.06 %
Industrials 10.18 %
Basic materials 7.98 %
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 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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