BNY Mellon Long-Term Global Equity Fund Institutional W AccumulationRegister to Unlock Ratings |
Performance History | 31/03/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 19.7 | -9.3 | 14.8 | 9.6 | -7.3 |
![]() | +/-Cat | 5.1 | 8.8 | -1.2 | -5.6 | -0.8 |
![]() | +/-B’mrk | 1.6 | 9.7 | -7.5 | -14.3 | 1.3 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 04/04/2025 | GBP 3.65 | |
Day Change | -2.16% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B8K6W529 | |
Fund Size (Mil) 31/03/2025 | GBP 1891.12 | |
Share Class Size (Mil) 03/04/2025 | GBP 1152.95 | |
Max Initial Charge | - | |
Ongoing Charge 10/02/2025 | 0.81% |
Morningstar Research |
Analyst Report | 19/12/2024 Shamir Popat, Senior Analyst 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 Accumulation |
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 | ||
Jane Henderson 24/08/2007 | ||
Roy Leckie 24/08/2007 | ||
Click here to see others | ||
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 Accumulation | 28/02/2025 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.75 |
![]() | ![]() | 3.65 |
![]() | ![]() | 3.54 |
![]() | ![]() | 3.16 |
![]() | ![]() | 3.11 |
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BNY Mellon Long-Term Global Equity Fund Institutional W Accumulation |