BNY Mellon UK Equity Fund

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

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

£1.6221

arrow-down£-0.038 (-2.29%)

Fund Code

NWUEI

B8GHL29

GB00B8GHL294

Prices updated as at 31 Mar 2025
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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.

Annual performance (%)

YearThis fundUK Large-Cap Equity
31 Dec 14 - 31 Dec 1511.452.43
31 Dec 15 - 31 Dec 165.2913.11
31 Dec 16 - 31 Dec 1711.6711.63
31 Dec 17 - 31 Dec 18-6.46-9.82
31 Dec 18 - 31 Dec 1920.1019.35
31 Dec 19 - 31 Dec 20-8.07-9.10
31 Dec 20 - 31 Dec 2116.4117.97
31 Dec 21 - 31 Dec 22-6.42-2.07
31 Dec 22 - 31 Dec 236.358.21
31 Dec 23 - 31 Dec 247.948.50

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day-2.29-1.48
1 Month-2.56-2.77
3 Months3.322.95
6 Months3.671.99
1 Year8.528.15
3 Years annualised4.705.87
5 Years annualised9.0311.05
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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