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

Category UK Large-Cap Equity

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

Last buy/sell price

£1.9741

arrow-up£0.00 (+0.02%)

Fund Code

NWUEI

B8GHL29

GB00B8GHL294

Prices updated as at 02 Apr 2026

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 (%)

Year	This fund	UK Large-Cap Equity
31 Mar 15 - 31 Mar 16	3.88	-3.91
31 Mar 16 - 31 Mar 17	11.24	18.76
31 Mar 17 - 31 Mar 18	0.38	0.61
31 Mar 18 - 31 Mar 19	8.45	5.09
31 Mar 19 - 31 Mar 20	-15.13	-18.97
31 Mar 20 - 31 Mar 21	23.83	30.63
31 Mar 21 - 31 Mar 22	8.42	9.86
31 Mar 22 - 31 Mar 23	1.28	2.09
31 Mar 23 - 31 Mar 24	4.43	7.84
31 Mar 24 - 31 Mar 25	8.52	8.50
31 Mar 25 - 31 Mar 26	24.66	16.94

Trailing returns (%)

Year	This fund	UK Large-Cap Equity
1 Day	0.02	0.05
1 Month	-5.13	-4.73
3 Months	1.59	1.42
6 Months	8.94	6.09
1 Year	27.38	18.31
3 Years annualised	12.97	11.47
5 Years annualised	9.62	9.31

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

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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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BNY Mellon UK Equity Fund