BNY Mellon Investment Funds - Newton Global Opportunities Fund Institutional W Accumulation

Name
BNY Mellon Investment Funds - Newton Global Opportunities Fund Institutional W Accumulation
Manager
BNY Mellon Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00B83R9Z17
Sector
Global
Launched
04/09/2012
OCF
0.82 %
Risk Rating
2
3 Year Sharpe
1.26
3 Year Alpha
-0.99
Yield
1 %
Benchmark
MSCI ACWI NR USD
The objective of the Sub-Fund is to achieve long-term capital growth from a concentrated portfolio predominantly invested in the securities of companies located worldwide. The Sub-Fund does not have a bias towards any economic sector or company size. The Sub-Fund may also invest in collective investment schemes.
Holding %
Alphabet Inc A 4.21 %
United States Treasury Bills 0% 4.20 %
Microsoft Corp 3.93 %
Cisco Systems Inc 3.04 %
Citigroup Inc 2.99 %
Royal Dutch Shell PLC Class A 2.94 %
AIA Group Ltd 2.89 %
Accenture PLC A 2.77 %
Diageo PLC 2.69 %
Unilever NV DR 2.67 %
Region %
United States 40.86 %
Eurozone 20.55 %
United Kingdom 12.92 %
Europe - ex Euro 9.98 %
Japan 8.43 %
Sector %
Technology 25.06 %
Consumer Defensive 16.83 %
Consumer Cyclical 16.21 %
Financial Services 13.33 %
Healthcare 11.54 %
Industrials 9.20 %
Name
BNY Mellon Fund Managers Limited
Address
London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Jeff Munroe
Joined 05/02/2019

Jeff is the investment leader of the global equities team, and manages a range of global equities portfolios. He also chairs the global model group and sits on the global ex U.S. model group, and is a member of the Newton board. Prior to his current role, Jeff was the CIO at Newton from 2001 to January 2012. Jeff has completed an MBA, and is a CFA1 charterholder and a member of the UK Society of Investment Professionals (UKSIP).

Robert Hay
Joined 03/23/2009

"Robert is an investment manager on the global funds team, managing the Global Opportunities fund, and acting as alternate manager for Newton’s Global Higher Income mandates. He began his career in the private investment division at Newton in 2000 and has managed a variety of global equity mandates. Robert is a CFA charterholder. "

Data provided by Morningstar.

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