BNY Mellon Mlt-Asst Divers Ret Inst WAcc (FUND:B81C839) - Fund price

Fund Report

BNY Mellon Investment Funds - Newton Multi-Asset Diversified Return Fund Institutional W Acc

Morningstar Rating™ (Relative to Category) 30/11/2019
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: GBP Moderately Cautious AllocationClick here to see our Methodology
3-YearHighAbove Average5 Stars
5-YearHighHigh5 Stars
10-YearAbove AverageAbove Average4 Stars
OverallHighAbove Average5 Stars
Modern Portfolio Statistics 30/11/2019
 Standard Index
Morningstar UK Moderately Cautious
Best Fit Index
MSCI Europe Small Cap NR EUR
3-Yr R-Squared19.9580.30
3-Yr Beta0.410.38
3-Yr Alpha3.141.51
Return/Risk Analysis 30/11/2019
Risk Measurement1 Year3 Years5 Years
Standard Deviation5.534.555.28
3-Yr Mean Return8.945.805.35
Sharpe Ratio1.421.120.89
Sortino Ratio---
Positive Months72237
Negative Months51423
Worst Month-1.82-2.62-3.22
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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