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

Name
BNY Mellon Investment Funds - Newton UK Opportunities Fund Institutional W Accumulation
Manager
BNY Mellon Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00B8HQWK01
Sector
UK All Companies
Launched
05/09/2012
OCF
0.8 %
Risk Rating
3
3 Year Sharpe
0.55
3 Year Alpha
0.35
Yield
2.3 %
Benchmark
FTSE AllSh TR GBP
The objective of the Sub-Fund is to maximise long-term capital growth from a concentrated portfolio primarily invested in the securities of UK companies. The Sub-Fund does not have a bias towards any economic sector or company size. The Sub-Fund may also invest in collective investment schemes.
Holding %
Diageo PLC 7.87 %
Royal Dutch Shell PLC B 7.29 %
RELX PLC 5.49 %
Smith & Nephew PLC 5.07 %
BP PLC 4.37 %
Prudential PLC 4.25 %
Anglo American PLC 3.79 %
London Stock Exchange Group PLC 3.64 %
Unilever PLC 3.36 %
Smiths Group PLC 3.35 %
Region %
United Kingdom 82.76 %
United States 9.75 %
Eurozone 7.49 %
Sector %
Industrials 18.18 %
Consumer Cyclical 16.58 %
Consumer Defensive 14.37 %
Financial Services 13.91 %
Technology 12.01 %
Energy 11.90 %
Healthcare 6.33 %
Basic materials 5.13 %
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 12/19/2016

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.