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.
alternative assetsglobal securitiesuk 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
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
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
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
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
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
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