LSE - Delayed Quote GBp

BNY Mellon UK Equity Inst W Inc (0P0000X2FQ.L)

149.07 -0.18 (-0.12%)
As of April 18 at 9:00 PM GMT+1. Market Open.

Fund Summary

BNY Mellon UK Equity Inst W Inc

160 Queen Victoria Street
The Bank of New York Mellon Centre

Fund Overview

Category --
Fund Family BNY Mellon Fund Managers Limited
Net Assets 556.86M
YTD Return 2.78%
Yield 2.76%
Morningstar Rating
Inception Date Apr 02, 2012

Fund Operations

Last Dividend 0.01
Last Cap Gain --
Holdings Turnover 98.00%
Average for Category --

Fees & Expenses

Expense 0P0000X2FQ.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Georgina joined Newton in 2022 as a portfolio manager co-managing the UK Equity and Sustainable UK Opportunities strategies. Prior to this, she worked at abrdn where she started as a graduate in 2014 and subsequently joined the UK equities team running the ASI UK Equity funds for five years before co-managing the Dunedin Income Growth Investment Trust for the final two years. Her role also involved being a research analyst covering the retail, beverages and construction and building materials sectors. She graduated from the University of Edinburgh with a Bachelor of Science with Honours Mathematics and is also a CFA charterholder. In her spare time Georgina loves to travel with a particular interest in learning to cook and try new cuisines.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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