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BNY Mellon US Equity Income Class W - Income (GBP)

Sell:122.10p Buy:122.10p Change: 0.20p (0.16%)
Prices as at 16 September 2021
Sell:122.10p
Buy:122.10p
Change: 0.20p (0.16%)
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 16 September 2021
Sell:122.10p
Buy:122.10p
Change: 0.20p (0.16%)
Prices as at 16 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

UK investors need little introduction to America. It's the world's biggest stock market and is home to world-leading companies in almost every industry there is, from media and film, through to manufacturing and transportation. We think most diversified portfolios should have some exposure to the US market. But it's one of the most heavily researched in the world so share prices of well-known companies can react quickly to new information. We think this can make it more difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. Many funds investing in the US aim to grow the value of your original investment, rather than pay a high level of income. Some focus on the largest companies in the market. Others look for opportunities amongst small and medium-sized companies, which may offer greater growth potential, but are higher risk.

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 18.46% 8.27% -15.83% 32.24%

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: Brian C. Ferguson
Manager start date: 17 January 2017
Manager located in: TBC

Brian is the senior portfolio manager on The Boston Company's Dynamic Large Cap Value strategy, a position he has held since 2003. He also functions as the team analyst responsible for the health care and financials sectors. Brian has been with the firm since 1997. Brian joined The Boston Company as a research analyst on the Small and Mid Cap Opportunistic Value team, focusing on financial services and consumer-related stocks. In 2000, he became a portfolio manager of the firm's Mid Cap Value strategy at the time of its successful launch. Before joining the firm, he was a research analyst on the Vanguard Windsor Fund at Wellington Management. Prior to that, he was an assistant director of General Electric Capital Corp.'s corporate treasury group and graduated from GE's Financial Management Program. Brian received a B.A. in economics and international relations from Bucknell University and an M.B.A. with a concentration in finance from Columbia Business School.

manager photo
Manager Name: John C. Bailer
Manager start date: 17 January 2017
Manager located in: TBC

John is a senior portfolio manager of U.S. dividend-oriented and large-cap strategies. In addition, he functions as a senior research analyst on the Dynamic Large Cap Value strategy, where he is responsible for the consumer, technology and telecommunications sectors. John joined The Boston Company in 1992, became a U.S. large-cap senior fundamental research analyst in 1999 and a U.S. large-cap portfolio manager in 2005. John graduated with distinction from Babson College with a B.S. in accounting and management information systems. He received an M.S. in finance from Boston College. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.

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