BNY Mellon Investment Funds - Multi-Asset Growth Fund Sterling GBP Income
Category GBP Allocation 80%+ Equity
Last buy/sell price
£13.2596
£-0.101 (-0.76%)
Fund Code
0678098
GB0006780984
Prices updated as at 21 May 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 75% of the portfolio in UK and international securities across a range of global asset classes including, without limitation, equities (company shares), fixed income (bonds, convertible bonds, contingent convertible 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 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
Company name
BNY Mellon Fund Managers Limited
Fund launch date
16 Mar 1990
Domicile
United Kingdom
UCITS
Yes
Lead manager
Bhavin Shah
Lead manager start date
21 Nov 2017
Lead fund manager biography
Bhavin joined Newton in June 2011 as a portfolio manager in the mixed assets investment team. Prior to joining Newton, he worked at SG Hambros for seven years where he was responsible for managing client portfolios focused on absolute return and multi-asset strategies. Bhavin is co-lead manager on a numerous multi-asset accounts at Newton. In addition to portfolio management responsibilities, Bhavin is a member of the Investment Risk Oversight Group and is a co-lead of our ‘net effects’ thematic group, which focuses on digitalisation trends.
Bhavin holds an MSc in Mathematics with distinction and is a CFA charterholder.
Lead manager
Simon Nichols
Lead manager start date
31 Jul 2020
Lead fund manager biography
Simon joined Newton in 2001 and was responsible for research into a number of global industrial sectors before moving to portfolio management. Simon’s experience includes managing global, multi-asset, charity and UK equity portfolios.
Simon is a chartered accountant (ACA) and prior to joining Newton he worked in both audit and insolvency practices at leading accountancy firms. He is a CFA charterholder, a member of the Chartered Institute for Securities and Investment (MCSI), and also holds a BA (Hons) degree in Industrial Economics from the University of Nottingham.
Outside of work, Simon is a keen runner.
Head office
BNY Mellon Fund Managers Limited
The Bank of New York Mellon Centre
London
United Kingdom
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