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

£1.7017

arrow-down£-0.013 (-0.77%)

Fund Code

NWHGI

B7W2G37

GB00B7W2G379

Prices updated as at 21 Mar 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 Dec 14 - 31 Dec 156.836.33
31 Dec 15 - 31 Dec 169.348.76
31 Dec 16 - 31 Dec 1710.5710.73
31 Dec 17 - 31 Dec 18-6.70-10.56
31 Dec 18 - 31 Dec 1920.3318.95
31 Dec 19 - 31 Dec 20-8.72-12.56
31 Dec 20 - 31 Dec 2116.3617.81
31 Dec 21 - 31 Dec 229.47-3.44
31 Dec 22 - 31 Dec 2310.016.76
31 Dec 23 - 31 Dec 2411.148.08

Trailing returns (%)

YearThis fundUK Equity Income
1 Day-0.77-0.51
1 Month-0.07-1.56
3 Months9.643.64
6 Months7.820.11
1 Year15.469.18
3 Years annualised11.675.52
5 Years annualised17.0312.45
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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