BNY Mellon Long-Term Global Equity Fund Sterling A AccRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 12.1 | 18.0 | -11.0 | 14.5 | 7.0 |
![]() | +/-Cat | -11.6 | 3.5 | 7.1 | -1.5 | -4.1 |
![]() | +/-B’mrk | - | 0.0 | 8.0 | -7.8 | -9.1 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 12/07/2024 | GBP 4.09 | |
Day Change | 0.25% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | - | |
ISIN | IE00B42QQV61 | |
Fund Size (Mil) 31/05/2024 | EUR 1575.43 | |
Share Class Size (Mil) 12/07/2024 | GBP 5.62 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 16/02/2024 | 2.12% |
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 A Acc |
The objective of the Sub-Fund is to achieve long-term capital appreciation through investing primarily (meaning at least three-quarters of the Sub-Fund’s total assets) in a portfolio of equity and equity related securities of companies located throughout the world. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Roy Leckie 04/04/2008 | ||
Charles Macquaker 04/04/2008 | ||
Click here to see others | ||
Inception Date 23/10/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR EUR | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BNY Mellon Long-Term Global Equity Fund Sterling A Acc | 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 A Acc |