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BNY Mellon Global Equity A USD

Ranked 8 out of 27 in - Global over 12 months
All calculations are in USD 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 Peru 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 -2.4% 2.3%
2017 18.6% 4.9% 4.9% 2.6% 5.1%
2016 -0.6% -1.8% -0.7% 3.9% -2.1%
2015 2.1% 2.5% 0.9% -8.1% 7.4%
2014 3.4% 0.6% 4.3% -2.6% 1.2%
2013 23.6% 9.1% 0.8% 6.7% 5.4%
2012 15.6% 10.5% -4.7% 10.5% -0.7%
2011 -13.2% 3.3% -0.9% -16.9% 2.0%
2010 7.7% 0.1% -9.9% 11.8% 6.9%
2009 28.0% -7.5% 18.7% 12.0% 4.0%
2008 -47.0% -10.3% 1.6% -25.6% -21.9%
2007 20.4% 0.2% 7.8% 5.7% 5.5%
2006 18.8% 10.3% -5.1% 4.0% 9.1%
2005 12.8% -0.3% 1.4% 9.3% 2.0%
2004 17.0% 2.4% -2.4% 2.2% 14.5%
2003 39.3% -5.5% 19.2% 8.7% 13.8%
2002 -23.5% 3.0% -7.7% -23.1% 4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Gibraltar
  7. Guernsey
  8. Hong Kong
  9. Ireland
  10. Italy
  11. Jersey
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Peru
  16. Portugal
  17. Singapore
  18. Spain
  19. Sweden
  20. Switzerland
  21. Taiwan
  22. United Kingdom

Fund Info

  • Launch date10/12/2001
  • Share Class size333Mn
  • Base currencyUSD
  • ISIN IE0004004283

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment2.00%

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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).