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

Name
BNY Mellon Investment Funds - Newton UK Opportunities Fund Institutional W Income
Manager
BNY Mellon Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00B7RLX837
Sector
UK All Companies
Launched
05/09/2012
OCF
0.8 %
Risk Rating
3
3 Year Sharpe
0.05
3 Year Alpha
1.82
Yield
2.6 %
Benchmark
FTSE AllSh TR GBP
The Sub-Fund aims to achieve capital growth over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 70% of its assets in a concentrated portfolio of UK equities (company shares), including ordinary shares, preference shares and other equity-related securities. UK companies are defined as those that are either domiciled, incorporated or which have significant business in the UK.
Holding %
Diageo PLC 7.90 %
RELX PLC 6.39 %
GlaxoSmithKline PLC 5.19 %
Smith & Nephew PLC 5.10 %
London Stock Exchange Group PLC 4.16 %
Wolters Kluwer NV 3.83 %
Unilever PLC 3.70 %
BP PLC 3.68 %
Prudential PLC 3.65 %
Anglo American PLC 3.52 %
Region %
United Kingdom 81.25 %
United States 9.62 %
Eurozone 9.13 %
Sector %
Consumer Defensive 18.72 %
Communication Services 14.90 %
Financial Services 13.66 %
Healthcare 12.33 %
Industrials 12.16 %
Technology 11.30 %
Energy 6.18 %
Consumer Cyclical 6.02 %
Name
BNY Mellon Fund Managers Limited
Address
London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Ben Smith
Joined 02/28/2020
Ilga Haubelt
Joined 02/28/2020
Simon Nichols
Joined 12/19/2016

Data provided by Morningstar.

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