BNY Mellon Sust Glbl Eq Inc Inst W Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.40%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkFTSE World TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.88%
  • IA SectorGlobal Equity Income
  • Manager GroupBNY Mellon
  • DomicileUnited Kingdom
  • ISINGB00BJ066Z75

Investment Strategy

The Sub-Fund aims to achieve income together with the potential for capital growth over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 75% of the portfolio in equities (company shares) issued by companies located anywhere in the world, including ordinary shares, preference shares and other equityrelated securities. The Sub-Fund aims to invest in shares with income prospects, meaning a yield (this is the income from an investment, usually stated as a percentage of the value of the investment) in excess of the FTSE World TR Index (the “Index”) at the time of purchase. There is no guarantee that the Sub-Fund will achieve its investment objective. The Sub-Fund is not constrained by any Index weightings and will not concentrate on any particular country, sector or market capitalisation.

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