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BNY Mellon Global Equity Income B USD

Ranked 56 out of 67 in - Global Equity Income over 12 months
All calculations are in EUR unless stated

Managed by

Ian Clark

Nick Clay

Nick Clay was born in 1969 in Bromley, United Kingdom. He obtained a BA Hons in Economics and Philosophy from Leeds University. With sixteen years of experience as a fund manager, Nick is a member of the UK Society of Investment Professionals. He began his career in 1991 at Sun Alliance Investment Management working as an investment analyst. In 1994, he joined Morley Fund Management and became head of UK equities life funds for six years. In 2000, Nick joined Newton Investment Management and is currently director of investment management specialist benchmarks and portfolio manager of the Newton Managed fund. He lists golf, tennis, rugby and cinema among his interests outside of fund management.

Objective

Income and capital growth over the long-term by investing in shares (i.e. equities) and similar investments of companies listed or located throughout the world. The fund will invest in invest in company shares and similar investments; companies of all sizes (e.g. small, medium and large companies) and in any industry (e.g. pharmaceuticals, financials, etc); company shares targeting higher than average dividends (dividends are the proportion of company profits paid out to shareholders) and with good prospects for growth; typically invest in fewer than 70 company shares.

Showing fund performance in Luxembourg View performance globally

Performance

Global Equity Income over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.0% -1.9% -1.7%
2016 9.6% -0.2% 3.8% 1.1% 4.6%
2015 15.0% 13.7% -4.1% -4.1% 10.0%
2014 15.8% 1.5% 5.0% 4.5% 4.0%
2013 11.6% 7.9% -1.2% 1.0% 3.6%
2012 12.1% 4.7% 2.5% 7.6% -2.9%
2011 5.0% -0.8% -1.3% -2.6% 10.1%
2010 6.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date29/07/2010
  • Base currencyUSD
  • ISIN IE00B3QL5Y68

Purchase Info

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

Charges

  • Annual management1.50%

Related News

Global equity income veteran exits Newton IM

BNY Mellon affiliate appoints new lead on UK-domiciled strategy following senior staff member's departure from the company.

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