BNY Mellon Long-Term Global Equity Fund Sterling B IncRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 31-03-2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | 6,6 | 26,4 | -15,3 | 17,8 | 9,6 | |
+/-Cat | -10,5 | 4,3 | 7,2 | -1,0 | -1,2 | |
+/-Idx | - | 0,6 | 8,0 | -7,4 | -1,9 | |
Categorie: Aandelen Wereldwijd Large-Cap Groei | ||||||
Categorie Benchmark: Morningstar Gbl Growth TME ... |
Kerngegevens | ||
Koers 25-04-2024 | GBP 3,47 | |
Rendement 1 Dag | -0,77% | |
Morningstar Categorie™ | Aandelen Wereldwijd Large-Cap Groei | |
Vestigingsland | Ierland | |
ISIN | IE00B5NJ6889 | |
Grootte Fonds (Mil) 28-03-2024 | EUR 1600,51 | |
Grootte Fondsklasse (Mil) 25-04-2024 | GBP 1,41 | |
Aankoopkosten (Max) | 5,00% | |
Lopende Kosten Factor 01-03-2024 | 1,62% |
Morningstar Research |
Analyst Report | 20-12-2023 Justin Walsh, Associate Director Morningstar, Inc |
BNY Mellon Global Stock’s long-term approach requires patience, but the investment team is among the best in the business. Notwithstanding recent headwinds, the strategy is a solid choice for growth-oriented global equities exposure. The clean W... | |
Klik hier voor het analistenrapport |
Pijlers Morningstar | |
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Team | 25 |
Fondshuis | 23 |
Proces | 24 |
Rendement | |
Kosten |
Beleggingsdoelstelling: BNY Mellon Long-Term Global Equity Fund Sterling B Inc |
The objective of the Sub-Fund is to achieve long-term capital appreciation through investing primarily (meaning at least three-quarters of the Sub-Fund’s total assets) in a portfolio of equity and equity related securities of companies located throughout the world. |
Returns | ||||||||||||||||
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Management | ||
Naam manager Aanvangsdatum | ||
Roy Leckie 04-04-2008 | ||
Charles Macquaker 04-04-2008 | ||
Click here to see others | ||
Oprichtingsdatum 16-02-2012 |
Advertentie |
Categorie Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
MSCI World NR EUR | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? BNY Mellon Long-Term Global Equity Fund Sterling B Inc | 29-02-2024 |
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Top 5 posities | Sector | % |
Novo Nordisk A/S Class B | Gezondheidszorg | 4,44 |
Microsoft Corp | Technologie | 3,83 |
Taiwan Semiconductor Manufacturi... | Technologie | 3,11 |
The Walt Disney Co | Communicatiediensten | 3,02 |
Linde PLC | Grondstoffen | 3,01 |
Toename Afname Nieuw t.o.v. vorige portefeuille | ||
BNY Mellon Long-Term Global Equity Fund Sterling B Inc |