Newton Global Income Inst W Acc

Name
BNY Mellon Investment Funds - Newton Global Income Fund Institutional W Accumulation
Manager
BNY Mellon Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00B7S9KM94
Sector
LC00002225
Launched
04/09/2012
OCF
0.79 %
Risk Rating
3
3 Year Sharpe
1.48
3 Year Alpha
2.45
Yield
3 %
Benchmark
FTSE World TR GBP
The objective of the sub-fund is to generate distributions over an annual period together with long-term capital growth from investing predominantly in global securities. The Sub-Fund may also invest in collective investment schemes (including but not limited to another Sub-Fund or Sub-Funds of the Company). Derivatives may be used for efficient portfolio management only.
Holding%
Cisco Systems Inc5.61 %
CA Inc3.51 %
Diageo PLC3.39 %
Ralph Lauren Corp Class A3.06 %
Maxim Integrated Products Inc3.05 %
Unilever PLC2.93 %
Qualcomm Inc2.77 %
RELX NV2.67 %
Infosys Ltd ADR2.67 %
Novartis AG2.67 %
Region%
United States44.96 %
United Kingdom22.91 %
Europe - ex Euro12.96 %
Eurozone10.34 %
Sector%
Consumer Defensive21.75 %
Technology18.24 %
Consumer Cyclical17.59 %
Healthcare11.55 %
Financial Services7.66 %
Industrials6.35 %
Utilities6.27 %
Name
BNY Mellon Fund Managers Limited
Address
London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Nick Clay

Joined 12/14/2015

Nick graduated in 1990 with a degree in Economics and Philosophy. He joined the Sun Alliance UK Equity Team. After gaining his professional qualifications to become a member of the Institute of Investment Management and Research, Nick moved to Provident Mutual Investment Managers. He joined Newton in November 2000 as a Specialist Benchmark Manager. Prior to joining Newton, Nick acquired a range of experience as a UK equities manager at Morley Fund Management and as an analyst at Sun Alliance. Nick attended Leeds University and is an associate member of the UK Society of Investment Professionals.

Data provided by Morningstar.

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