BNY Mellon Global Absolute Return Inst W Acc
Shares Class | Inc. |
---|---|
Yield | 1.03 |
Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 1.03 |
Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
Fund Size | 415,810,297.00 | Launch Date | 08/02/2013 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.62 |
Sector | IMA UK Equity Income | Min Investment (£) | 10,000,000.00 | Total Expense Ratio (%) | 0.00 |
ISIN | GB00B83VQG35 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.7300 (on 26/01/2021) |
To deliver positive returns on an annual basis. The Fund aims to deliver cash 3 month GBP LIBOR before fees on an annual basis and cash 3 month GBP LIBOR +4% p.a. before fees on a rolling annualised five year basis (meaning a period of five years, no matter which day you start on). However, a positive return is not guaranteed and a capital loss may occur.
Steve Waddington
Steve joined Insight in January 2008 and is responsible for fundmanagement and investment selection for our diversified fund range. Before joining Insight he spent five years at BT Financial Group, Australia (formerly Rothschild Australia Asset Management), where from 2004 he was Head of External Investments, responsible for investment and manager research, due diligence, selection and portfolio construction. Steve started his career at Savills Commercial Ltd, where he was responsible for advising institutional and private company clients on commercial property investment and development.
Multi-Asset Strategy Team
Name | Weight |
---|---|
Australian Government Fixed In | 1.00% |
Commodity & Energy | 2.00% |
European Equities | 2.00% |
European Government Fixed Inte | 3.00% |
European High Yield Fixed Inte | 2.00% |
Global Emerging Market Equitie | 3.00% |
Global Emerging Market Governm | 1.00% |
Global Government Fixed Intere | 1.00% |
Global Investment Grade Fixed | 0.00% |
Hedge | 9.00% |
International Equities | 2.00% |
Japanese Equities | 1.00% |
Money Market | 13.00% |
North American Equities | 17.00% |
Others | 4.00% |
UK Equities | 17.00% |
UK Gilts | 0.00% |
US Government Fixed Interest | 2.00% |
US High Yield Fixed Interest | 4.00% |
Name | Weight |
---|---|
Australia | 1.00% |
Europe | 8.00% |
Global Emerging Markets | 11.00% |
International | 3.00% |
Japan | 1.00% |
Money Market | 13.00% |
North America | 17.00% |
Not Specified | 16.00% |
UK | 19.00% |
USA | 6.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.