0P00000QZF.L - BNY Mellon Investment Funds - Newton Multi-Asset Growth Fund Sterling Income

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)

BNY Mellon Investment Funds - Newton Multi-Asset Growth Fund Sterling Income

160 Queen Victoria Street

The Bank of New York Mellon Centre

BNY Mellon Fund Managers Limited

Management Information
Bhavin Surendra Shah,Lead Manager since November 21, 2017
Bhavin joined Newton in June 2011 as a portfolio manager in the mixed assets investment team. Prior to joining Newton, he worked at SG Hambros for seven years where he was responsible for managing client portfolios focused on absolute return and multi-asset strategies. Bhavin is co-lead manager on a numerous multi-asset accounts at Newton. In addition to portfolio management responsibilities, Bhavin is a member of the Investment Risk Oversight Group and is a co-lead of our ‘net effects’ thematic group, which focuses on digitalisation trends. Bhavin holds an MSc in Mathematics with distinction and is a CFA charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyBNY Mellon Fund Managers Limited
Net Assets2.06B
YTD Return3.30%
Morningstar Rating★★★★★
Inception DateMar 16, 1990

Fund Operations

Last Dividend0.02
Last Cap GainN/A
Holdings Turnover86.00%
Average for CategoryN/A

Fees & Expenses

Expense0P00000QZF.LCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A