BNY Mellon Long-Term Global Equity Fund Sterling IncomeRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 13.6 | 18.7 | -10.0 | 13.9 | 7.7 |
![]() | +/-Cat | -10.1 | 4.1 | 8.1 | -2.1 | -3.4 |
![]() | +/-B’mrk | - | 0.6 | 8.9 | -8.4 | -8.4 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 15/07/2024 | GBP 4.73 | |
Day Change | 0.56% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B2423L71 | |
Fund Size (Mil) 30/06/2024 | GBP 2130.48 | |
Share Class Size (Mil) 15/07/2024 | GBP 7.08 | |
Max Initial Charge | - | |
Ongoing Charge 30/05/2024 | 1.60% |
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 Sterling 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 28/09/2007 |
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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 Sterling Income | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.55 |
![]() | ![]() | 3.75 |
![]() | ![]() | 3.57 |
![]() | ![]() | 3.37 |
![]() | ![]() | 3.14 |
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BNY Mellon Long-Term Global Equity Fund Sterling Income |