BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional Accumulation header image

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

Fund

ISIN GB00B01XJG64 / Valor 2237208

NAV (2025-04-28)
GBP 4.69+0.12%

BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional Accumulation
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General Objective

The fund aims to achieve capital growth and income over the long term, with a minimum investment horizon of 5 years.

Fund Exposure

The fund will invest at least 75% of the portfolio in UK and international securities across various global asset classes including equities, fixed income, infrastructure, renewable energy, property, commodities, and near cash. It may also gain exposure to alternative asset classes such as infrastructure, renewable energy, property, and commodities through listed investments, transferable securities, and collective investment schemes.

Risks

The fund may invest in emerging markets, below investment grade bonds, Contingent Convertible Securities (CoCo's), and use derivatives for risk management or to enhance returns. Additionally, the fund may invest up to 10% in other collective investment schemes. These investments carry risks such as market volatility, credit risk, and liquidity risk. Investors should carefully consider these risks before investing in the fund.

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Source

https://www.bny.com/investments/uk/en/intermediary/fund/bny-mellon-multi-asset-balanced-fund-uk-domiciled-institutional-shares-w-accumulation-gb00b86lx253/

Tags:
alternative assets global securities uk investment association flexible investment sector

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OTHER SHARE CLASSES OF THIS FUND

BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional W Income
BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional W Income BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional W Income Valor: 19486958
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Annual Return

-50%0%+50%

Risk level

110
0.12%GBP 1.86
BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund B Accumulation
BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund B Accumulation BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund B Accumulation Valor: 19747317
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.12%GBP 2.32
BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund T Income
BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund T Income BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund T Income Valor: 12307213
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.12%GBP 1.15
BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional W Accumulation
BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional W Accumulation BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Institutional W Accumulation Valor: 19486551
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.12%GBP 2.43
BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund B Income
BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund B Income BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund B Income Valor: 19744307
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.12%GBP 1.78
BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Sterling Income
BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Sterling Income BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund Sterling Income Valor: 827799
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.11%GBP 2.65
BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund T Accumulation
BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund T Accumulation BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund T Accumulation Valor: 11476807
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.12%GBP 1.16