BNY Mellon Investment Funds - Newton UK Income Fund Sterling Income

Category UK Equity Income

star-filledstar-filledstar-filledstar-filledstar-filled
Last buy/sell price

£0.8217

arrow-up£0.00 (+0.02%)

Fund Code

0677921

GB0006779218

Prices updated as at 15 May 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.

Annual performance (%)

YearThis fundUK Equity Income
31 Mar 14 - 31 Mar 159.409.35
31 Mar 15 - 31 Mar 162.85-1.08
31 Mar 16 - 31 Mar 1711.6314.75
31 Mar 17 - 31 Mar 18-1.39-0.49
31 Mar 18 - 31 Mar 196.713.33
31 Mar 19 - 31 Mar 20-16.45-21.58
31 Mar 20 - 31 Mar 2125.6828.27
31 Mar 21 - 31 Mar 2212.7310.32
31 Mar 22 - 31 Mar 238.45-0.71
31 Mar 23 - 31 Mar 2410.537.37
31 Mar 24 - 31 Mar 259.756.14

Trailing returns (%)

YearThis fundUK Equity Income
1 Day-0.040.01
1 Month11.698.08
3 Months0.570.21
6 Months11.485.92
1 Year7.354.72
3 Years annualised11.217.01
5 Years annualised14.0210.91
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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.