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BNY Mellon UK Equity Class W - Accumulation (GBP)

Sell:168.37p Buy:168.37p Change: 0.74p (0.44%)
Prices as at 29 May 2020
Sell:168.37p
Buy:168.37p
Change: 0.74p (0.44%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 29 May 2020
Sell:168.37p
Buy:168.37p
Change: 0.74p (0.44%)
Prices as at 29 May 2020
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & 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 our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments, we believe the Wealth 50 is a good place to start. View funds on the Wealth 50 »

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

29/05/15 to 29/05/16 29/05/16 to 29/05/17 29/05/17 to 29/05/18 29/05/18 to 29/05/19 29/05/19 to 29/05/20
Annual return 0.39% 16.04% 2.86% 2.18% -7.14%

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: Christopher Smith
Manager start date: 21 November 2017
Manager located in: TBC

After graduating from the University of Bath, Christopher joined Newton in 2010 as a Global Oil & Gas Research Analyst. In 2016, Christopher joined the Multi-Asset and UK Equity team, working across a range of client portfolios. Christopher is a CFA1 charterholder. 7 years at Newton8 years' investment experience

Manager Name: Simon Nichols
Manager start date: 28 April 2016
Manager located in: London

Simon qualified as a Chartered Accountant with KPMG before moving to PriceWaterhouseCoopers and Wilton where he gained experience in corporate insolvency and private equity investing respectively. In April 2001 he joined Newton, working in the management of UK Equities. Whilst at Newton Simon has gained the CFA designation. Simon is the Lead fund manager on the Newton Cautious Managed fund (£50m) and 2 UK equity mandates (£50m). He is also the Alternate fund manager on 11 Higher Income mandates (£3.3bn).

Manager Name: Emma Mogford
Manager start date: 21 November 2017
Manager located in: TBC

TBC

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 an ISA, Lifetime ISA, SIPP or Fund & Share Account