BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Sterling Income
Category GBP Allocation 60-80% Equity
Last buy/sell price
£2.8054
£0.001 (+0.05%)
Fund Code
BYZ0LL0
GB0006778574
Prices updated as at 21 Jan 2025
Prices in GBP
Investment objective
The Sub-Fund aims to achieve a balance between income and capital growth over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 75% of the portfolio in UK and international securities across a range of global asset classes including, without limitation, equities (company shares), fixed income securities (bonds), infrastructure, renewable energy, property, commodities and near cash. The Sub-Fund does not have any restrictions on the portion of the portfolio allocated to any of these asset classes. Exposure to these asset classes will be achieved through investment in transferable securities, money market instruments, warrants, derivatives (including but not limited to currency-related derivatives), convertible bonds, contingent convertible bonds and collective investment schemes (including but not limited to another Sub-Fund or Sub-Funds of the Company or other BNY Mellon funds).
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Simon Nichols, Paul Flood, Bhavin Shah |
2.81 | |
2.49 | |
Fund comparative index | IA Mixed Invest 40 - 85% Shares |
Mixed Investment 40-85% Shares | |
- | |
1.61 | |
0.06 | |
- | |
GBP Allocation 60-80% Equity | |
No | |
Fund provider | BNY Mellon Fund Managers Limited |
Share class launch date | 04 Nov 1986 |
£3.35b | |
- | |
- | |
- | |
Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.