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BNY Mellon Multi-Asset Growth W

Bestinvest LogoInvests almost entirely in equities with around 50% in the UK.

PRICE (INC)

239.86p

PRICE (ACC)

279.12p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.63%

ONGOING CHARGE

0.67%

YIELD

1.4%

1 YEAR
3.81%

Prices as at 10 Aug 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

This international fund invests almost entirely in equities with typically around 50% UK exposure. Though a stockpicking fund, the process also incorporates investment themes from Newton's strategy group such as globalisation. Though Newton have a strong global team and a high quality process we have higher conviction in other international equity funds.

Fund summary

SectorFlexible Investment
StructureOEIC
LaunchedAugust 2012
Size£1,828m
Yield1.4%
Charging BasisIncome
Dividends paid28 Feb, 30 Sep

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.63%
Ongoing Charges Figure0.67%

Investment Process

The fund’s objective is to achieve capital and income growth from a portfolio of widely diversified international securities. All stocks in the portfolio are derived from the Research Recommended List, a portfolio selected by Newton's global analysts. Based in London, the analysts are organised by sector with each comparing the stocks in their sector on a global basis. Newton's team of global fund managers then adapt the Research Recommended List into an idealised model portfolio which represents their best ideas. This list is further adapted by the fund manager to reflect the individual fund's objectives. There are no geographic constraints, but around 50% of the fund is typically invested in the UK. The reference benchmark is the WM Private Clients Growth, which consists predominantly of equities but includes some bonds. The process also incorporates long term themes,such as globalisation, identified by Newton's strategy group.

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning