BNY Mellon Long-Term Global Equity Fund B IncomeRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 14.3 | 19.5 | -9.4 | 14.6 | 8.0 |
![]() | +/-Cat | -9.4 | 4.9 | 8.6 | -1.4 | -3.1 |
![]() | +/-B’mrk | - | 1.4 | 9.5 | -7.7 | -8.1 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 15/07/2024 | GBP 3.59 | |
Day Change | 0.57% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B89FX689 | |
Fund Size (Mil) 30/06/2024 | GBP 2130.48 | |
Share Class Size (Mil) 15/07/2024 | GBP 3.36 | |
Max Initial Charge | - | |
Ongoing Charge 30/05/2024 | 0.95% |
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 B 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 25/09/2012 |
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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 B 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 B Income |