BNY Mellon Long-Term Global Equity

Ranked 51 out of 758 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The objective of the Sub-Fund is to achieve long-term capital appreciation through investments in predominantly equity securities of companies located throughout the world. The Sub-Fund may also invest in collective investment schemes (including but not limited to another Sub-Fund or Sub-Funds of the Company) and warrants. Derivatives may be used for efficient portfolio management only.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.7%
2018 2.5% -4.4% 10.3% 8.7% -10.5%
2017 13.5% 5.7% 0.5% 1.0% 5.8%
2016 25.8% 4.2% 7.7% 7.2% 4.6%
2015 5.7% 6.3% -4.9% -4.5% 9.6%
2014 9.4% -1.6% 2.4% 4.0% 4.5%
2013 16.0% 12.9% -1.2% 2.3% 1.7%
2012 13.0% 8.6% -3.7% 4.1% 3.8%
2011 -3.0% -1.3% 1.5% -8.7% 6.1%
2010 14.9% 9.9% -9.8% 5.9% 9.5%
2009 22.8% -2.2% 3.1% 15.6% 5.4%
2008 -7.9% -5.1% 0.9% -3.9% 0.1%
2007 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. United Kingdom

Fund Info

  • Launch date24/08/2007
  • Base currencyGBP
  • ISIN GB00B2423N95

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment50,000

Charges

  • Annual management1.00%
  • Initial investment0.00%

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