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BNY Mellon Sustainable Global Equity Income Class W - Accumulation (GBP)

Sell:111.74p Buy:111.74p Change: 0.92p (0.82%)
Prices as at 20 September 2021
Sell:111.74p
Buy:111.74p
Change: 0.92p (0.82%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 20 September 2021
Sell:111.74p
Buy:111.74p
Change: 0.92p (0.82%)
Prices as at 20 September 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Equity income funds are popular with investors. Most try to generate a rising income, and increase the value of your original investment, over the long term. The income can be paid out, or reinvested to boost long-term growth. Equity income funds have traditionally focused on the UK, and there's still a strong case for UK equity income. But there's a growing case for investing globally for income too. The number of companies outside the UK offering high and rising dividends has increased rapidly. And exposure to foreign currencies will boost returns if sterling weakens, like it did after the UK voted to leave the European Union in 2016, but the reverse is true if sterling strengthens.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

17/09/16 to 17/09/17 17/09/17 to 17/09/18 17/09/18 to 17/09/19 17/09/19 to 17/09/20 17/09/20 to 17/09/21
Annual return n/a n/a n/a -2.64% 14.98%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Paul Flood
Manager start date: 18 July 2019
Manager located in: TBC

TBC

manager photo
Manager Name: Jon Bell
Manager start date: 18 July 2019
Manager located in: London

Through his 24 years at Newton, Jon has led both the Global Equity and Multi-Asset teams and been responsible for a number of multi-asset and global equity portfolios. As well as his extensive investment roles at the firm, he has also spent time as a member of the commercial team involved in discussing client portfolios and tailoring strategies to client requirements. He sits on Newton's investment oversight and product and commercial committees and its investment risk oversight groups. He joins the Equity income team from March 2020, where he will focus on Newton's global equity income strategy. Jon joined Newton in 1995 and has a degree in natural sciences from Cambridge University.

manager photo
Manager Name: Ilga Haubelt
Manager start date: 18 July 2019
Manager located in: London

Ilga joined Newton in 2019 to head up the firm's equity opportunities team, becoming Head of Equity Income in March 2020. She is part of the management team for Newton's global equity income strategy. Prior to joining Newton, Ilga was head of Global Equities at Deka Investments, where she oversaw a team of more than 20 portfolio managers with ?15bn of assets under management. She was also the lead manager of Deka's global equity income fund. Before joining Deka Investments, Ilga was a portfolio manager and research analyst at Union Investment, where she was lead manager of a North American generalist equities fund, a REIT, and a global listed real estate equities fund. Ilga began her asset management career with Munich Ergo Asset Management (MEAG) as a real estate specialist.

manager photo
Manager Name: Robert Hay
Manager start date: 18 July 2019
Manager located in: London

Robert Hay is an Investment manager on the global equities team, and is lead manager of the global opportunities strategy. He is a member of the global equity and global ex-US equity model groups, which provide guidance for the construction of client portfolios.Robert began his career in the private investment division at Newton in 2000 and has managed a variety of global equity mandates.Robert is a CFA charterholder.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account