BNY Mellon Global Opportunities Inst W Acc GBP

ISIN: GB00B83R9Z17 | MEX: RSIETU | CITI: GQ4Q

  • Buy 372.17 GBX

  • Sell 372.17 GBX

  • Price Change 0.97400%

Past Performance

  • 25th Apr 2020 to 25th Apr 202131.95%
  • 25th Apr 2021 to 25th Apr 20224.80%
  • 25th Apr 2022 to 25th Apr 20232.09%
  • 25th Apr 2023 to 25th Apr 202416.52%
  • 25th Apr 2024 to 25th Apr 20251.98%

Objectives and Approach

To achieve capital growth over the long term (5 years or more).

Key Information

Inception 1st Jul 2005
Historic Yield 0.3000%
Sector IA Global
Fund Size £36.935mn
Fund Type OEIC
Classification Accumulation

Charges

Total Ongoing Charges 
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing.
0.9528%
Initial Charge 0%
AMC 0.75%
Our Platform Charge
We charge a platform fee of 0.30%. Our charges are shown on our rates and charges sheet
0.30%

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here
0.30%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available
N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs
0.9528%
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Performance

  • Chart Options

    Select Timeframe
    From
    To
    Add comparator to chart
    None
    This fund's IA Sector (IA Global)
    Another IA Sector
    Search for Fund Comparator
      Add a FTSE Index

      Current Comparators


      • Cumulative Performance

        1 month3 months6 months1 year3 years5 years
        -5.81% -13.66% -5.41% 1.98% 21.31% 67.74%

        Important Information
        Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.

        The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.



      Composition

      Important Documents


      The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.

      Fund Provider Factsheet
      The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured. &nbsp;
      FUND PROVIDER FACTSHEET
      201,338 bytes PDF Document; last updated 31 Mar 2025
      Key Investor Information Document This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
      KEY INVESTOR INFORMATION DOCUMENT
      128,212 bytes PDF Document; last updated 10 Feb 2025
      Product-Level Sustainability Report
      Annual Report A report published by the Fund Management Group detailing the progress of the fund during the course of the previous 12 months. The information provided includes a financial statement for the group as a whole.
      ANNUAL REPORT
      2,781,418 bytes PDF Document; last updated 30 Jun 2024
      Semi Annual Report Published periodically through the course of the financial year of the fund, the report provides an overview of the fund's performance and the prospects for the remainder of the year. Included are portfolio changes (i.e. which stocks have been bought and sold), and changes in the geographical breakdown during the course of the previous 12 months.
      SEMI-ANNUAL REPORT
      1,302,290 bytes PDF Document; last updated 31 Dec 2024
      Prospectus This is a formal document which contains details of the funds' objectives, investment strategies, risks, performance, distribution policy, fees and expenses and, fund management style.  A fund’s prospectus must be lodged with the Financial Conduct Authority (FCA) for authorisation.
      PROSPECTUS
      1,695,904 bytes PDF Document; last updated 03 Apr 2025

      Management Team

      Louise Kernohan Tom Wilson Georgina Gregory Simon Nichols

      Louise Kernohan has managed this fund for 7 months.

      Louise Kernohan Louise is head of Newton’s global opportunities strategies and is portfolio manager for a selection of global equity mandates, including the Global Equity and International Equity strategies. Louise joined Newton in 2020 as a portfolio manager for UK equity strategies. She joined Newton from Aberdeen Standard Investments (ASI) where she worked on the UK equities team, managing the ASI UK Equity and ASI UK Responsible Funds as well as co-managing the Dunedin Income Growth Investment Trust. Her role also involved being a research analyst covering the pharmaceutical and industrial sectors. Prior to her position in UK equities at ASI she was a senior investment manager on the pan-European equity team at Aberdeen Asset Management. Louise has a BSc in Mathematics, Philosophy and Physics from the University of Durham and an MA in Management from University of Durham Business School. Louise is a CFA charterholder. Outside of work, Louise is a keen runner and plays the violin and piano. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Louise

      Name of Security Sole/Co Managed Since
      BNY Mellon Gbl Eq Co Aug 2023
      BNY Mellon Gbl Eq Co Aug 2023
      BNY Mellon Glob Opps Co Sep 2023

      Tom Wilson has managed this fund for 7 months.

      Tom Wilson Tom is a portfolio manager for the global opportunities strategies and manages a selection of global equity mandates, including the Global Equity and International Equity strategies. Tom joined Newton in September 2023 from Insight Investment, where he was part of the specialist equity team, running a sleeve of the pan-European centric absolute-return portfolio as well as a UK equity income mandate. He has over 15 years of industry experience, incorporating roles both as an analyst and a portfolio manager, and has experience managing unconstrained and income-focused long-only equity mandates as well as unconstrained long/short absolute-return portfolios. Prior to joining Insight in 2018, Tom worked at BMO Asset Management (formerly F&C). He initially worked on the ESG-focused stewardship team, before moving to the wider UK equity team and later becoming part of the pan-European equity team. Tom graduated from Southampton University with a BSc in Economics. Outside of work, Tom is an FA-qualified football coach and enjoys coaching the Dover Rangers Navy Blue, a youth football team in the Faversham & District Youth Football League. His under 10 team trains once per week and competes in matches on Saturdays.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Tom

      Name of Security Sole/Co Managed Since
      BNY Mellon Gbl Eq Co Sep 2023
      BNY Mellon Gbl Eq Co Sep 2023
      BNY Mellon Glob Opps Co Sep 2023

      Georgina Gregory has managed this fund for 7 months.

      Georgina Gregory Georgina is a portfolio manager on the Global Opportunities strategy and manages a selection of global equity mandates, including the Global Equity and International Equity strategies. Georgina joined Newton in 2022 as a portfolio manager co-managing UK equity strategies. Prior to this, she worked at abrdn where she started as a graduate on the Pan European equities team 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. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Georgina

      Name of Security Sole/Co Managed Since
      BNY Mellon Gbl Eq Co Sep 2023
      BNY Mellon Gbl Eq Co Sep 2023
      BNY Mellon Glob Opps Co Sep 2023

      Simon Nichols has managed this fund for 4 years and 2 months.

      Simon Nichols Simon is a portfolio manager on the mixed assets and charities team responsible for managing both global equity and multi-asset portfolios. Simon joined Newton in 2001 and was responsible for research into a number of global industrial sectors before moving to portfolio management. Simon’s experience includes managing global, multi-asset, charity and UK equity portfolios. Simon is a chartered accountant (ACA) and prior to joining Newton he worked in both audit and insolvency practices at leading accountancy firms. He is a CFA charterholder, a member of the Chartered Institute for Securities and Investment (MCSI), and also holds a BA (Hons) degree in Industrial Economics from the University of Nottingham. Outside of work, Simon is a keen runner. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Simon

      Name of Security Sole/Co Managed Since
      BNY Mellon Gbl Eq Co Sep 2023
      BNY Mellon Gbl Eq Co Sep 2023
      BNY Mellon MABl Co Feb 2013
      BNY Mellon Glob Opps Co Feb 2021
      BNY Mellon MltAstGlBal Co Feb 2013
      BNY Mellon MA Gth Co Jul 2020
      BNY Mellon MABl Co Feb 2013
      BNY Mellon MA Gth Co Jul 2020

      Investment involves risk. You may get back less than invested.