BNY Mellon Multi-Asset Balanced Fund

Select share classes

BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional W Accumulation

Category GBP Allocation 60-80% Equity


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

£2.4477

arrow-up£0.004 (+0.14%)

Fund Code

NWBAA

B86LX25

GB00B86LX253

Prices updated as at 20 Dec 2024
|
Prices in GBP

Investment objective
The Sub-Fund aims to achieve a balance between income and capital growth 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 securities (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, derivatives (including but not limited to currency-related derivatives), convertible bonds, contingent convertible bonds and collective investment schemes (including but not limited to another Sub-Fund or Sub-Funds of the Company or other BNY Mellon funds).

Annual charges

Product charges
0.69
0.06
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 17 Dec 2024pdf
Key Information Document / Technical Guide 11 Oct 2024pdf
Annual Reports 30 Jun 2023pdf
Annual Short Report 30 Jun 2023pdf
Interim Short Report 30 Jun 2023pdf
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