BNY Mellon Multi-Asset Global Balanced

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BNY Mellon Mlt-Asst Glbl Balanced Institutional Shares W (Income)

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

£1.6792

arrow-up£0.008 (+0.45%)

Fund Code

NWGWI

BD8YW19

GB00BD8YW196

Prices updated as at 12 Dec 2025
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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 across a range of global asset classes including, without limitation, equities (company shares), fixed income (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 performance (%)

YearThis fundGBP Allocation 60-80% Equity
30 Sep 14 - 30 Sep 15--
30 Sep 15 - 30 Sep 16--
30 Sep 16 - 30 Sep 17--
30 Sep 17 - 30 Sep 188.455.10
30 Sep 18 - 30 Sep 198.333.86
30 Sep 19 - 30 Sep 200.22-0.10
30 Sep 20 - 30 Sep 2118.6516.49
30 Sep 21 - 30 Sep 22-2.67-10.24
30 Sep 22 - 30 Sep 238.355.13
30 Sep 23 - 30 Sep 2413.6814.19
30 Sep 24 - 30 Sep 259.518.96

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day0.450.38
1 Month-1.52-0.70
3 Months4.223.90
6 Months8.268.82
1 Year10.559.43
3 Years annualised10.599.31
5 Years annualised8.665.91
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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