BNY Mellon Global Opportunities B USD

Ranked 133 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Robert Hay

Robert Hay is an investment manager at Newton Investment Management on the global equities team, and is lead manager of the global opportunities strategy. He is a member of the global equity and global ex-US equity model groups, which provide guidance for the construction of client portfolios. Robert began his career in the private investment division at Newton in 2000 and has managed a variety of global equity mandates. He is a CFA charterholder.

Objective

The Sub-Fund aims to achieve long term capital growth through investment primarily, (meaning at least two-thirds of the Sub-Fund's assets) in a portfolio of equity and equity-related securities of companies located worldwide, the majority of which shall be listed or traded on Recognised Exchanges located worldwide. The Sub-Fund has no restrictions (save as set out in the Prospectus under the heading "The Company - Investment and Borrowing Restrictions") as to the proportion allocated to any particular geographical area, sector or type of security.

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 8.6%
2018 -1.5% -5.7% 8.4% 7.2% -10.1%
2017 5.9% 2.8% -0.1% -0.2% 3.4%
2016 21.0% 3.2% 5.5% 6.8% 4.1%
2015 11.6% 8.1% -4.2% -3.5% 11.6%
2014 11.4% 0.5% 1.7% 2.8% 6.1%
2013 20.3% 16.0% 0.9% -0.8% 3.5%
2012 10.9% 7.9% -1.7% 6.0% -1.4%
2011 -9.1% 1.7% -1.4% -12.4% 3.5%
2010 17.2% 7.4% -7.5% 7.7% 9.6%
2009 21.5% -3.5% 4.9% 16.7% 2.8%
2008 -30.4% -10.3% 2.7% -20.7% -4.7%
2007 22.2% 2.8% 6.3% 3.2% 8.4%
2006 8.4% 11.4% -10.6% 2.4% 6.3%
2005 32.2% 2.4% 6.6% 14.6% 5.8%
2004 12.6% -0.3% -0.6% 1.6% 11.8%
2003 25.4% -4.5% 14.5% 7.7% 6.5%
2002 -32.5% 4.3% -14.5% -25.9% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/08/1997
  • Share Class size05Mn
  • Base currencyUSD
  • ISIN IE0004091025

Purchase Info

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

Charges

  • Annual management1.50%

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