BNY Mellon Multi-Asset Diversified Return Fund

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BNY Mellon Investment Funds - Newton Multi-Asset Diversified Return Fund Institutional W Income

Category GBP Allocation 20-40% Equity


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

£1.5235

arrow-up£0.008 (+0.53%)

Fund Code

NWPMI

B8HJ577

GB00B8HJ5779

Prices updated as at 12 Dec 2025
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Prices in GBP

Investment objective
The objective of the Sub-Fund is to achieve long-term capital growth over a period of at least 5 years from a portfolio diversified across a range of assets. The policy of the Sub-Fund is to gain exposure to a diversified range of asset classes including, but not limited to, equities, fixed income, property, commodities, infrastructure, renewable energy, currencies, cash, near cash and deposits. Exposure to these asset classes will be achieved through investment in transferable securities (such as company shares, listed investment trusts, REITs, bonds, structured notes, convertible bonds, contingent convertible bonds), collective investment schemes (including but not limited to another Sub-Fund or Sub-Funds of the Company), warrants, derivative instruments, forward transactions, deposits and approved money market instruments.

Annual performance (%)

YearThis fundGBP Allocation 20-40% Equity
30 Sep 14 - 30 Sep 15-0.501.32
30 Sep 15 - 30 Sep 1612.9110.35
30 Sep 16 - 30 Sep 178.553.28
30 Sep 17 - 30 Sep 182.411.20
30 Sep 18 - 30 Sep 194.644.44
30 Sep 19 - 30 Sep 202.450.13
30 Sep 20 - 30 Sep 2114.157.13
30 Sep 21 - 30 Sep 22-3.99-11.07
30 Sep 22 - 30 Sep 233.713.13
30 Sep 23 - 30 Sep 2411.0210.89
30 Sep 24 - 30 Sep 259.475.49

Trailing returns (%)

YearThis fundGBP Allocation 20-40% Equity
1 Day0.530.17
1 Month-0.57-0.31
3 Months2.662.37
6 Months8.145.51
1 Year11.976.59
3 Years annualised6.885.99
5 Years annualised5.372.38
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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