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
0.64
3 Year Alpha
-0.89
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 7.35 %
RELX PLC 5.27 %
BP PLC 4.77 %
Prudential PLC 4.63 %
Smith & Nephew PLC 4.30 %
Anglo American PLC 3.92 %
National Express Group PLC 3.45 %
Unilever PLC 3.37 %
Smiths Group PLC 3.30 %
Region %
United Kingdom 83.61 %
Eurozone 9.46 %
United States 6.94 %
Sector %
Industrials 17.53 %
Consumer Cyclical 15.56 %
Financial Services 15.28 %
Consumer Defensive 14.69 %
Energy 12.37 %
Technology 11.77 %
Basic materials 5.51 %
Healthcare 5.44 %
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 12/19/2016

Data provided by Morningstar.

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