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

BNY Mellon Investment Funds - Newton Global Opportunities Fund Institutional W Accumulation
BNY Mellon Fund Managers Limited
Open Ended Investment Company
0.82 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1 %
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 %
BNY Mellon Fund Managers Limited
London, United Kingdom
Legal Structure
Open Ended Investment Company


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.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.