BNY Mellon Investment Funds - Newton Sustainable Global Equity Fund Institutional W Acc

Category Global Large-Cap Blend Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£2.1832

arrow-up£0.007 (+0.32%)

Fund Code

BNEWA

BF0WBJ6

GB00BF0WBJ63

Prices updated as at 24 Dec 2024

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 its assets in a concentrated portfolio of global equities (company shares) that meet the Investment Manager’s sustainability criteria, where environmental, social and governance (“ESG”) considerations are an integral part of the criteria. The Investment Manager focuses on identifying companies that demonstrate sustainable business practices and an ability to generate returns consistent with the Sub-Fund’s objective. Sustainable business practices are those which positively manage the material impacts of a company’s operations and products on the environment and society.

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 (%)

Year	This fund	Global Large-Cap Blend Equity
30 Sep 13 - 30 Sep 14	-	-
30 Sep 14 - 30 Sep 15	-	-
30 Sep 15 - 30 Sep 16	-	-
30 Sep 16 - 30 Sep 17	-	-
30 Sep 17 - 30 Sep 18	-	-
30 Sep 18 - 30 Sep 19	13.86	4.10
30 Sep 19 - 30 Sep 20	13.59	3.82
30 Sep 20 - 30 Sep 21	19.48	20.19
30 Sep 21 - 30 Sep 22	-10.11	-6.96
30 Sep 22 - 30 Sep 23	5.80	8.94
30 Sep 23 - 30 Sep 24	25.51	16.24

Trailing returns (%)

Year	This fund	Global Large-Cap Blend Equity
1 Day	0.32	0.44
1 Month	0.15	-0.48
3 Months	5.72	6.00
6 Months	6.12	5.41
1 Year	24.93	17.03
3 Years annualised	6.36	6.28
5 Years annualised	10.79	9.02

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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