BNY Mellon Global Equity B USD

Ranked 125 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Jeff Munroe

Jeff Munroe is investment leader of the Global Equities team and manages a range of global equities portfolios at Newton Investment Management. Prior to this role, he was CIO from 2001 to 2012. Jeff has 28 years’ investment experience, is a CFA charterholder and a member of the UK Society of Investment Professionals (UKSIP).

Objective

To achieve long-term capital growth through investment primarily (meaning at least two-thirds of the Sub-Funds assets) in a portfolio of equity securities of companies located worldwide. Up to one-third of the Sub-Fund's assets may be invested in a portfolio of equity-related or debt securities of companies located worldwide.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.4%
2018 -1.2% -5.8% 8.8% 7.2% -10.1%
2017 8.9% 3.8% 1.2% -0.6% 4.3%
2016 19.1% 0.9% 6.9% 7.1% 3.1%
2015 8.5% 7.8% -4.6% -4.5% 10.5%
2014 10.4% 0.1% 1.8% 2.8% 5.4%
2013 22.0% 16.9% 1.0% 0.0% 3.2%
2012 11.0% 7.6% -2.8% 7.4% -1.2%
2011 -12.2% 1.0% -0.9% -14.3% 2.4%
2010 11.7% 6.7% -8.6% 6.3% 7.8%
2009 14.5% -7.1% 3.5% 15.5% 3.2%
2008 -26.2% -10.0% 1.6% -16.8% -3.1%
2007 19.0% 0.1% 5.5% 4.2% 8.2%
2006 4.7% 9.3% -10.9% 3.1% 4.3%
2005 26.8% 1.5% 7.1% 10.9% 5.3%
2004 9.6% -0.1% -1.0% 2.6% 8.0%
2003 25.9% -3.6% 14.4% 8.1% 5.8%
2002 -30.5% 5.4% -13.6% -25.4% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Gibraltar
  7. Guernsey
  8. Hong Kong
  9. Ireland
  10. Jersey
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Singapore
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date29/01/1988
  • Share Class size41Mn
  • Base currencyUSD
  • ISIN IE0004006882

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).