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BNY Mellon Multi-Asset Diversified Return Inclusive - Accumulation (GBP)

Sell:217.21p Buy:217.21p Change: 0.29p (0.13%)
Prices as at 18 September 2020
Sell:217.21p
Buy:217.21p
Change: 0.29p (0.13%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 18 September 2020
Sell:217.21p
Buy:217.21p
Change: 0.29p (0.13%)
Prices as at 18 September 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Funds in this sector generally try to make a positive return in any market condition. But they go about it in different ways. Some focus on one type of asset, such as shares or bonds, while others invest in a variety of different assets. Some stick to one geographical area, like the UK or Europe, while others invest globally. Some also take 'short' positions, which can allow the fund to benefit from falling prices. It can be difficult to compare funds in this sector because they're so different, so each one should be considered on its own merits. Some have been more volatile than others, some have sheltered investors' money well but not done as well when markets have risen, while others have performed poorly. Like any investment, there's still a degree of risk and they're not guaranteed to make money.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

17/09/15 to 17/09/16 17/09/16 to 17/09/17 17/09/17 to 17/09/18 17/09/18 to 17/09/19 17/09/19 to 17/09/20
Annual return 9.90% 8.47% 1.23% 4.51% 2.68%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Bhavin Shah
Manager start date: 31 July 2016
Manager located in: TBC

Bhavin joined Newton in June 2011 as a fund manager within the Multi-Asset team. Prior to joining Newton, he worked at SG Hambros for 7 years where he was responsible for managing client portfolios focused on absolute return & multi-asset strategies. Bhavin holds an MSc in Mathematics with distinction and is a CFA1 charterholder. 6 years at Newton 13 years' investment experience

Manager Name: Paul Flood
Manager start date: 30 June 2011
Manager located in: TBC

TBC

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account