BNY Mellon Global Multi-Strategy Inst Inc
Latest (Mid) Price:
GBX 126.65
Day Change:
-0.06%
| Shares Class | Inc. |
|---|---|
| Yield | 0.52 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 88,288,075.00 | Launch Date | 08/02/2013 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 250,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00B7T70995 | Min Topup (£) | 50,000.00 | Ongoing Charge (%) | 0.9400 (on 26/01/2021) |
Fund Objective
To achieve capital growth.
Fund Managers
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.
Asset Breakdown
| Name | Weight |
|---|---|
| Asia Pacific Equities | 2.00% |
| Australian Government Fixed In | 1.00% |
| Commodity & Energy | 2.00% |
| Convertibles | 2.00% |
| European Equities | 4.00% |
| European High Yield Fixed Inte | 3.00% |
| German Government Fixed Intere | 0.00% |
| Global Emerging Market Corpora | 1.00% |
| Global Emerging Market Equitie | 4.00% |
| Global Emerging Market Governm | 8.00% |
| Global Government Fixed Intere | 1.00% |
| Global Investment Grade Fixed | 3.00% |
| Hedge | 12.00% |
| Italian Government Fixed Inter | 3.00% |
| Japanese Equities | 2.00% |
| Money Market | 6.00% |
| Others | 9.00% |
| UK Equities | 2.00% |
| UK Gilts | 0.00% |
| US Equities | 7.00% |
| US Government Fixed Interest | 2.00% |
| US High Yield Fixed Interest | 5.00% |
Region Breakdown
| Name | Weight |
|---|---|
| Asia | 2.00% |
| Australia | 1.00% |
| Europe | 11.00% |
| Germany | 0.00% |
| Global Emerging Markets | 14.00% |
| International | 1.00% |
| Italy | 3.00% |
| Japan | 2.00% |
| Money Market | 6.00% |
| Not Specified | 27.00% |
| UK | 6.00% |
| USA | 21.00% |
Sector Breakdown
Top 10 Holdings
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.
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