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BNY Mellon Investment Funds - Newton UK Opportunities Fund Institutional W Accumulation (0P0000X2G0.L)

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BNY Mellon Investment Funds - Newton UK Opportunities Fund Institutional W Accumulation

BNY Mellon Fund Managers Limited

The Bank of New York Mellon Centre

160 Queen Victoria Street

Management information
Ben Russon,Lead manager since 1 July 2005
Ben joined Newton in 1999 and is involved in the management of UK equity portfolio on behalf of institutional and retail clients. He has also worked as a research analyst for the global Food Retail Sector.
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. Where 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 assets272.57M
YTD return3.22%
Yield1.73%
Morningstar rating★★★★
Inception date5 Sept 2012

Fund operations

Last dividend0.04
Last cap gain0.00
Holdings turnover38.00%
Average for categoryN/A

Fees and expenses

Expense0P0000X2G0.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