BNY Mellon Investment Funds - Newton UK Equity Fund Sterling Income
Category UK Large-Cap Equity
Last buy/sell price
£9.0603
£0.066 (+0.74%)
Fund Code
0677954
GB0006779549
Prices updated as at 28 Jan 2025
Prices in GBP
Investment objective
The Sub-Fund aims to achieve capital growth and income 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
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Tim Lucas, David Cumming |
9.07 | |
8.2 | |
Fund comparative index | FTSE AllSh TR GBP |
UK All Companies | |
- | |
1.61 | |
0.10 | |
- | |
UK Large-Cap Equity | |
No | |
Fund provider | BNY Mellon Fund Managers Limited |
Share class launch date | 01 May 1985 |
£528.30m | |
- | |
- | |
- | |
Quarterly |
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.