| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
(No discrete data available for BNY Mellon Sustainable Global Equity Inst W Inc GBP)
| Fund Size | 71,128,459.00 | Launch Date | 22/01/2018 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 10,000,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BF0WBK78 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.8400 (on 26/01/2021) |
The Fund aims to achieve capital growth and income over the long term (5 years or more).
Yuko Takano
Yuko is a member of the Global Equity Team, where she is a portfolio manager for the Newton Sustainable Global Equity portfolio. Prior to Newton, she worked for Aetos Capital, a fund of hedge funds, and Joho Capital, where she covered Japanese consumer, retail, and internet stocks. She started her career at Morgan Stanley in mergers and acquisitions. Yuko has an MBA from Stanford Graduate School of Business.
| Name | Weight |
|---|---|
| Chinese Equities | 1.00% |
| French Equities | 2.00% |
| German Equities | 2.00% |
| Hong Kong Equities | 1.00% |
| Indian Equities | 3.00% |
| Japanese Equities | 1.00% |
| Money Market | 1.00% |
| New Zealand Equities | 1.00% |
| Singapore Equities | 1.00% |
| Spanish Equities | 2.00% |
| Swedish Equities | 4.00% |
| Swiss Equities | 12.00% |
| Taiwanese Equities | 4.00% |
| UK Equities | 14.00% |
| US Equities | 40.00% |
| Name | Weight |
|---|---|
| China | 1.00% |
| France | 2.00% |
| Germany | 2.00% |
| Hong Kong | 1.00% |
| India | 3.00% |
| Japan | 1.00% |
| Money Market | 1.00% |
| New Zealand | 1.00% |
| Singapore | 1.00% |
| Spain | 2.00% |
| Sweden | 4.00% |
| Switzerland | 12.00% |
| Taiwan | 4.00% |
| UK | 14.00% |
| USA | 40.00% |
| Name | Weight |
|---|---|
| Consumer Goods | 17.00% |
| Consumer Services | 11.00% |
| Financials | 17.00% |
| Health Care | 14.00% |
| Industrials | 6.00% |
| Money Market | 1.00% |
| Technology | 20.00% |
| Telecommunications | 5.00% |
| Utilities | 4.00% |
| Name | Weight |
|---|---|
| CISCO SYSTEMS INC | 4.00% |
| QUALCOMM INC | 4.00% |
| TAIWAN SEMICONDUCTOR MANUFACTU | 4.00% |
| INFOSYS | 3.00% |
| ZURICH INSURANCE GROUP LTD | 3.00% |
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.
Fund data supplied by
