BNY Mellon Multi-Asset Balanced Fund

Select share classes

BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional 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

£1.8358

arrow-up£0.005 (+0.28%)

Fund Code

NWBAI

B7LB0P5

GB00B7LB0P54

Prices updated as at 28 Mar 2024
|
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 in UK and international securities across a range of global asset classes including, without limitation, equities (company shares), fixed income securities (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).

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerSimon Nichols, Paul Flood, Bhavin Shah
1.84
1.64
Fund comparative indexIA Mixed Invest 40 - 85% Shares
Mixed Investment 40-85% Shares
-
0.70
0.06
0.00
GBP Allocation 60-80% Equity
No
Fund providerBNY Mellon Fund Managers Limited
Share class launch date31 Aug 2012
£3.28b
-
2.04
-
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

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