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

Sell:206.54p Buy:206.54p Change: 0.67p (0.33%)
Prices as at 15 July 2024
Sell:206.54p
Buy:206.54p
Change: 0.67p (0.33%)
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 15 July 2024
Sell:206.54p
Buy:206.54p
Change: 0.67p (0.33%)
Prices as at 15 July 2024
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

15/07/19 to 15/07/20 15/07/20 to 15/07/21 15/07/21 to 15/07/22 15/07/22 to 15/07/23 15/07/23 to 15/07/24
Annual return 13.39% 19.08% -7.73% 7.50% 22.65%

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: Julianne McHugh
Manager start date: 23 August 2023
Manager located in: TBC

TBC

manager photo
Manager Name: Nick Pope
Manager start date: 23 February 2023
Manager located in: TBC

Nick is a portfolio manager on the equity income team, co-managing the Asian Income strategy. He joined Newton in 2011 as part of the global research team, where he was the analyst responsible for the insurance, real estate and asset management sectors. Nick moved across to the portfolio management team in 2021 to join Zoe Kan in managing the Asian Income strategy, while also contributing his experience in analysing financial stocks to the wider global income investment process. Prior to joining Newton in 2011, he acquired a range of experience across the industry, auditing insurers at Ernst & Young, structuring debt transactions for Royal Bank of Scotland and as a European insurance equity analyst at Jefferies International. Nick is a chartered accountant, and holds a First Class degree in Microbiology from the University of Edinburgh. Outside of work, Nick has a young family and, in the unlikely event he finds extra time alongside this, he is a keen golfer and beleaguered supporter of Tottenham Hotspur football club.

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