BNY Mellon Sustainable European Opportunities Fund Institutional W Accumulation header image

BNY Mellon Sustainable European Opportunities Fund Institutional W Accumulation

Fund

ISIN GB00B4Q5KM81 / Valor 19483343

NAV (2024-12-20)
GBP 3.08-1.08%

BNY Mellon Sustainable European Opportunities Fund Institutional W Accumulation
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General Objective

The fund aims to achieve capital growth over the long term (5 years or more) by investing at least 75% of its assets in a concentrated portfolio of continental European companies that meet the Investment Manager's sustainability criteria, with a focus on environmental, social, and governance ("ESG") considerations.

Fund Exposure

The fund is exposed to continental Europe (excluding the UK) and primarily invests in equities, including ordinary shares, preference shares, and other equity-related securities. It may also invest in European emerging market countries, money market instruments, deposits, cash, near cash, warrants, convertible bonds, and partly paid securities. Additionally, the fund may use derivatives for risk or cost reduction and invest up to 10% of its assets in other collective investment schemes.

Risks

Some of the risks associated with this fund include market risk, currency risk, liquidity risk, and the potential impact of ESG factors on the performance of the portfolio. Additionally, the fund's actively managed nature means that the Investment Manager has discretion over the selection of investments, which could lead to underperformance compared to the Benchmark.

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Source

https://www.bnymellonim.com/documents/uk/en/intermediary/KIID-MIF-BNY-Mellon-Sustainable-European-Opportunities-Fund-UK-domiciled-U1-Shares-Accumulation-GB00BQ7XBN33-GB-en.pdf

Tags:
esg european equities ftse world europe ex uk

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OTHER SHARE CLASSES OF THIS FUND

BNY Mellon Sustainable European Opportunities Fund U1 Income
BNY Mellon Sustainable European Opportunities Fund U1 Income BNY Mellon Sustainable European Opportunities Fund U1 Income Valor: 13314044
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Annual Return

-50%0%+50%

Risk level

110
-1.08%GBP 0.97
BNY Mellon Sustainable European Opportunities Fund U1 Accumulation
BNY Mellon Sustainable European Opportunities Fund U1 Accumulation BNY Mellon Sustainable European Opportunities Fund U1 Accumulation Valor: 13311129
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.08%GBP 0.98
BNY Mellon Sustainable European Opportunities Fund Institutional W Income
BNY Mellon Sustainable European Opportunities Fund Institutional W Income BNY Mellon Sustainable European Opportunities Fund Institutional W Income Valor: 19483345
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.08%GBP 2.52
BNY Mellon Sustainable European Opportunities Fund B Accumulation
BNY Mellon Sustainable European Opportunities Fund B Accumulation BNY Mellon Sustainable European Opportunities Fund B Accumulation Valor: 19724509
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.08%GBP 2.91
BNY Mellon Sustainable European Opportunities Fund Sterling Income
BNY Mellon Sustainable European Opportunities Fund Sterling Income BNY Mellon Sustainable European Opportunities Fund Sterling Income Valor: 827819
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.08%GBP 3.69
BNY Mellon Sustainable European Opportunities Fund Euro Accumulation
BNY Mellon Sustainable European Opportunities Fund Euro Accumulation BNY Mellon Sustainable European Opportunities Fund Euro Accumulation Valor: 1157506
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.71%EUR 2.38
BNY Mellon Sustainable European Opportunities Fund B Income
BNY Mellon Sustainable European Opportunities Fund B Income BNY Mellon Sustainable European Opportunities Fund B Income Valor: 19724119
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.08%GBP 2.44