BNY Mellon Long-Term Global Equity Fund Institutional W IncomeRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 14.5 | 19.7 | -9.3 | 14.8 | 5.1 | |
+/-Cat | -9.2 | 5.1 | 8.8 | -1.2 | -0.9 | |
+/-B’mrk | - | 1.6 | 9.7 | -7.5 | -1.9 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 16/05/2024 | GBP 3.64 | |
Day Change | 0.81% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B7V94793 | |
Fund Size (Mil) 30/04/2024 | GBP 2036.76 | |
Share Class Size (Mil) 16/05/2024 | GBP 116.80 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.81% |
Morningstar Research |
Analyst Report | 20/12/2023 Justin Walsh, Associate Director Morningstar, Inc |
BNY Mellon Global Stock’s long-term approach requires patience, but the investment team is among the best in the business. Notwithstanding recent headwinds, the strategy is a solid choice for growth-oriented global equities exposure. The clean W... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: BNY Mellon Long-Term Global Equity Fund Institutional W Income |
The Sub-Fund aims to achieve capital growth over the long term (5 years or more). The Sub-Fund will invest in global equities (company shares) issued by companies worldwide, including ordinary shares, preference shares and other equity-related securities. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Not Disclosed 01/09/2016 | ||
Inception Date 30/08/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BNY Mellon Long-Term Global Equity Fund Institutional W Income | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Novo Nordisk A/S Class B | Healthcare | 4.31 |
Microsoft Corp | Technology | 3.80 |
Taiwan Semiconductor Manufacturi... | Technology | 3.21 |
Linde PLC | Basic Materials | 3.05 |
Amphenol Corp Class A | Technology | 2.94 |
Increase Decrease New since last portfolio | ||
BNY Mellon Long-Term Global Equity Fund Institutional W Income |