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

Name
BNY Mellon Investment Funds - Newton Global Opportunities Fund Institutional W Income
Manager
BNY Mellon Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00B8C1LK38
Sector
Global
Launched
04/09/2012
OCF
0.82 %
Risk Rating
2
3 Year Sharpe
1.08
3 Year Alpha
-1.92
Yield
1.1 %
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 %
United States Treasury Bills 0% 5.04 %
Microsoft Corp 4.22 %
Alphabet Inc A 4.19 %
Cisco Systems Inc 3.24 %
Unilever NV DR 2.94 %
Citigroup Inc 2.92 %
Royal Dutch Shell PLC Class A 2.89 %
Medtronic PLC 2.86 %
Eversource Energy 2.73 %
Accenture PLC A 2.69 %
Region %
United States 41.31 %
Eurozone 17.38 %
United Kingdom 15.40 %
Europe - ex Euro 10.31 %
Japan 8.54 %
Sector %
Technology 26.43 %
Consumer Defensive 19.13 %
Consumer Cyclical 16.68 %
Financial Services 13.79 %
Healthcare 11.32 %
Industrials 6.52 %
Name
BNY Mellon Fund Managers Limited
Address
London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Rajesh Shant
Joined 04/28/2016

Raj Shant gained a joint honours degree in Economics & Management from Leeds. Before joining Newton Raj worked at Credit Suisse Asset Management. At CSAM, Raj became a Director of European Equities responsible for a team of three people running over $3.5 billion of assets. In his two years as head of the team the CS European Fund rose from being fourth quartile to being top quartile in its universe. Raj joined Newton in 2002 as Investment Leader, European Equities.

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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