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BNY Mellon Global Equity B USD

Ranked 7 out of 26 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Terry Coles

Terry Coles is a portfolio manager within the global equities team at Newton Investment Management and is responsible for the management of a number of global equity and global equity income portfolios. Prior to joining the firm in 2010, Terry was a global investment manager and analyst at F&C International. He is a CFA charterholder with 19 years’ investment experience.

Objective

To achieve long-term capital growth through investment primarily (meaning at least two-thirds of the Sub-Funds assets) in a portfolio of equity securities of companies located worldwide. Up to one-third of the Sub-Fund's assets may be invested in a portfolio of equity-related or debt securities of companies located worldwide.

Showing fund performance in Gibraltar View performance globally

Performance

Global over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.8% 8.8%
2017 8.9% 3.8% 1.2% -0.6% 4.3%
2016 19.1% 0.9% 6.9% 7.1% 3.1%
2015 8.5% 7.8% -4.6% -4.5% 10.5%
2014 10.4% 0.1% 1.8% 2.8% 5.4%
2013 22.0% 16.9% 1.0% 0.0% 3.2%
2012 11.0% 7.6% -2.8% 7.4% -1.2%
2011 -12.2% 1.0% -0.9% -14.3% 2.4%
2010 11.7% 6.7% -8.6% 6.3% 7.8%
2009 14.5% -7.1% 3.5% 15.5% 3.2%
2008 -26.2% -10.0% 1.6% -16.8% -3.1%
2007 19.0% 0.1% 5.5% 4.2% 8.2%
2006 4.7% 9.3% -10.9% 3.1% 4.3%
2005 26.8% 1.5% 7.1% 10.9% 5.3%
2004 9.6% -0.1% -1.0% 2.6% 8.0%
2003 25.9% -3.6% 14.4% 8.1% 5.8%
2002 -30.5% 5.4% -13.6% -25.4% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Gibraltar
  6. Guernsey
  7. Hong Kong
  8. Ireland
  9. Jersey
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Singapore
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date29/01/1988
  • Share Class size41Mn
  • Base currencyUSD
  • ISIN IE0004006882

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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