BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Sterling Income

Category GBP Allocation 60-80% Equity

Last buy/sell price

£2.7945

arrow-up£0.026 (+0.94%)

Fund Code

BYZ0LL0

GB0006778574

Prices updated as at 17 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.

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
31 Dec 14 - 31 Dec 15	1.82	2.31
31 Dec 15 - 31 Dec 16	12.43	13.23
31 Dec 16 - 31 Dec 17	4.43	10.00
31 Dec 17 - 31 Dec 18	-3.27	-6.37
31 Dec 18 - 31 Dec 19	17.64	15.67
31 Dec 19 - 31 Dec 20	5.48	5.25
31 Dec 20 - 31 Dec 21	16.27	11.14
31 Dec 21 - 31 Dec 22	-5.13	-10.08
31 Dec 22 - 31 Dec 23	8.43	8.37
31 Dec 23 - 31 Dec 24	9.95	9.00

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	1.17	0.90
1 Month	1.52	0.10
3 Months	2.79	1.71
6 Months	4.73	3.58
1 Year	13.21	11.54
3 Years annualised	5.72	3.20
5 Years annualised	6.82	4.50

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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