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BNY Mellon UK Equity Class U1 - Income (GBP)

Sell:105.96p Buy:105.96p Change: 0.29p (0.27%)
Prices as at 22 May 2024
Sell:105.96p
Buy:105.96p
Change: 0.29p (0.27%)
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 22 May 2024
Sell:105.96p
Buy:105.96p
Change: 0.29p (0.27%)
Prices as at 22 May 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

The UK stock market is home to lots of world-class companies. From international giants to a diverse array of smaller businesses. This provides a rich hunting ground for fund managers in this sector. They all try to grow investors' money over the long term, but each goes about it in a different way. Some focus on larger companies in the FTSE 100 index, others invest in medium-sized or smaller companies, and some have the flexibility to invest in any company, regardless of size. Some aim to match or deliver a return similar to the broader UK stock market. Others have the freedom to try and make as much money as possible for investors and take more risks. That could mean investing in only a small number of companies, for instance. A fund that invests in UK shares is normally the first port of call for UK-based investors. But with such a variety on offer, investors should make sure a fund is right for their circumstances before investing.

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

21/05/19 to 21/05/20 21/05/20 to 21/05/21 21/05/21 to 21/05/22 21/05/22 to 21/05/23 21/05/23 to 21/05/24
Annual return n/a n/a n/a n/a n/a

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 photo
Manager Name: Charlie French
Manager start date: 16 July 2021
Manager located in: TBC

Charles French is head of the equity opportunities team at Newton. The team comprises all of our core and sustainable active equity strategies that are not managed on an income basis - namely our global, US, Emerging, UK and European equity specialisms. Charles also has a leadership role in our investment process and strategy, including Newton's thematic investment process and framework. Prior to his current responsibilities, Charles' roles have included head of investment/deputy CIO, head of multi-asset, co-head of research at Newton and a global industry analyst. He joined Newton in 2000. Prior to joining Newton, Charles worked in KPMG's financial business division where he gained his professional qualifications, becoming a member of the Institute of Chartered Accountants. Charles studied Economics at the University of Nottingham. Outside of work, he is a rugby coach.

manager photo
Manager Name: Louise Kernohan
Manager start date: 1 February 2021
Manager located in: TBC

Louise is a portfolio manager on the equity opportunities team with joint responsibility for the UK equity portfolios. Louise joined Newton in 2020 from Aberdeen Standard Investments (ASI) where she worked on the UK Equities team, managing the ASI UK Equity and ASI UK Responsible Funds as well as co-managing the Dunedin Income Growth Investment Trust. Her role also involved being a research analyst covering the pharmaceutical and industrial sectors. Prior to her position in UK Equities at ASI she was a senior investment manager on the pan-European equity team at Aberdeen Asset Management. Louise has a BSc in Mathematics, Philosophy and Physics from the University of Durham and MA Management from University of Durham Business School. Louise is a CFA1 charterholder. Outside of work, Louise is a keen runner and plays the violin and piano.

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