BNY Mellon Investment Funds - Newton UK Income Fund Sterling Income
Category UK Equity Income
Last buy/sell price
£0.8408
£-0.001 (-0.12%)
Fund Code
0677921
GB0006779218
Prices updated as at 02 Jun 2025
Prices in GBP
Investment objective
The Sub-Fund aims to achieve income over an annual period together with capital growth over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 70% of the portfolio in 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.
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
Annual performance (%)
Year | This fund | UK Equity Income |
---|---|---|
31 Mar 14 - 31 Mar 15 | 9.40 | 9.35 |
31 Mar 15 - 31 Mar 16 | 2.85 | -1.08 |
31 Mar 16 - 31 Mar 17 | 11.63 | 14.75 |
31 Mar 17 - 31 Mar 18 | -1.39 | -0.49 |
31 Mar 18 - 31 Mar 19 | 6.71 | 3.33 |
31 Mar 19 - 31 Mar 20 | -16.45 | -21.58 |
31 Mar 20 - 31 Mar 21 | 25.68 | 28.27 |
31 Mar 21 - 31 Mar 22 | 12.73 | 10.32 |
31 Mar 22 - 31 Mar 23 | 8.45 | -0.71 |
31 Mar 23 - 31 Mar 24 | 10.53 | 7.37 |
31 Mar 24 - 31 Mar 25 | 9.75 | 6.14 |
Trailing returns (%)
Year | This fund | UK Equity Income |
---|---|---|
1 Day | 0.49 | 0.55 |
1 Month | 7.33 | 5.05 |
3 Months | 4.10 | 3.57 |
6 Months | 12.60 | 5.58 |
1 Year | 11.41 | 7.90 |
3 Years annualised | 10.72 | 6.76 |
5 Years annualised | 12.95 | 9.82 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.