BNY Mellon UK Income Fund

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BNY Mellon Investment Funds - Newton UK Income Fund Institutional W Income

Category UK Equity Income
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.7407

arrow-down£-0.004 (-0.25%)

Fund Code

NWHGI

B7W2G37

GB00B7W2G379

Prices updated as at 21 May 2025
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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.

Annual performance (%)

YearThis fundUK Equity Income
31 Mar 14 - 31 Mar 1510.299.35
31 Mar 15 - 31 Mar 163.71-1.08
31 Mar 16 - 31 Mar 1712.5414.75
31 Mar 17 - 31 Mar 18-0.60-0.49
31 Mar 18 - 31 Mar 197.593.33
31 Mar 19 - 31 Mar 20-15.76-21.58
31 Mar 20 - 31 Mar 2126.6928.27
31 Mar 21 - 31 Mar 2213.6610.32
31 Mar 22 - 31 Mar 239.35-0.71
31 Mar 23 - 31 Mar 2411.417.37
31 Mar 24 - 31 Mar 2510.636.14

Trailing returns (%)

YearThis fundUK Equity Income
1 Day1.671.51
1 Month11.408.39
3 Months3.253.20
6 Months13.077.67
1 Year8.995.52
3 Years annualised11.937.26
5 Years annualised14.4810.56
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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