BNY Mellon Multi-Asset Diversified Return Fund

Select share classes

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

Category GBP Allocation 20-40% Equity


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

£1.3621

arrow-up£0.006 (+0.47%)

Fund Code

NWPMI

B8HJ577

GB00B8HJ5779

Prices updated as at 27 Mar 2024
|
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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerPaul Flood, Bhavin Shah
1.39
1.26
Fund comparative indexSONIA +3%
Targeted Absolute Return
-
1.07
0.01
0.00
GBP Allocation 20-40% Equity
No
Fund providerBNY Mellon Fund Managers Limited
Share class launch date05 Sep 2012
£453.25m
-
3.17
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.