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BNY Mellon Investment Funds - Newton UK Equity Fund Institutional W Income (0P0000X2FQ.L)

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BNY Mellon Investment Funds - Newton UK Equity Fund Institutional W Income

BNY Mellon Fund Managers Limited

The Bank of New York Mellon Centre

160 Queen Victoria Street

Management Information
Simon Nichols,Lead Manager since April 28, 2016
Ilga joined Newton in 2019 to head up the firm’s equity opportunities team. Prior to joining Newton, Ilga was head of Global Equities at Deka Investments, where she oversaw a team of more than 20 portfolio managers with €15bn of assets under management. She was also the lead manager of Deka’s flagship global equity fund. Before joining Deka Investments, Ilga was a portfolio manager and research analyst at Union Investment, where she was lead manager of a North American generalist equities fund, a REIT, and a global listed real estate equities fund. Ilga began her asset management career with Munich Ergo Asset Management (MEAG) as a real estate specialist. Ilga has a PhD in economics, as well as masters degrees in economics and Roman languages, from the University of Freiburg in Germany. Outside of work, IIga enjoys spending time with her family and friends, travelling, visiting arts exhibitions, learning to play the viola and reading.
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

CategoryUK Large-Cap Blend Equity
Fund FamilyBNY Mellon Fund Managers Limited
Net Assets694.43M
YTD Return-10.88%
Morningstar Rating★★★
Inception DateSep 5, 2012

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover98.00%
Average for CategoryN/A

Fees & Expenses

Expense0P0000X2FQ.LCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load0.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A