BNY Mellon Sustainable UK Opportunities Fund Exempt 2 Accumulation header image

BNY Mellon Sustainable UK Opportunities Fund Exempt 2 Accumulation

Fund

ISIN GB00B01XJV16 / Valor 2237590

NAV (2025-01-22)
GBP 4.12+0.70%

BNY Mellon Sustainable UK Opportunities Fund Exempt 2 Accumulation
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General Objective

The fund aims to invest at least 70% of its assets in a concentrated portfolio of UK equities that meet the Investment Manager's sustainability criteria, with a focus on environmental, social, and governance ("ESG") considerations. The fund also invests in companies of all sizes and across various economic sectors.

Fund Exposure

The fund primarily invests in UK equities that meet sustainability criteria, with a focus on ESG factors. It may also invest in money market instruments, deposits, cash, and near cash, as well as warrants, convertible bonds, and partly paid securities. Additionally, the fund may use derivatives for risk management or to enhance returns, and can invest up to 10% in other collective investment schemes.

Risks

Some of the risks associated with this fund include market risk, sustainability criteria risk, concentration risk due to the fund's focus on UK equities, as well as risks associated with investing in companies of all sizes and across various sectors. Additionally, the use of derivatives and investments in other collective investment schemes may introduce additional risks to the fund.

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Source

https://www.bny.com/investments/uk/en/intermediary/fund/bny-mellon-sustainable-uk-opportunities-fund-uk-domiciled-institutional-shares-w-accumulation-gb00b8hqwk01/

Tags:
sustainability uk equities ftse all-share index

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OTHER SHARE CLASSES OF THIS FUND

BNY Mellon Sustainable UK Opportunities Fund Sterling Income
BNY Mellon Sustainable UK Opportunities Fund Sterling Income BNY Mellon Sustainable UK Opportunities Fund Sterling Income Valor: 1367555
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Annual Return

-50%0%+50%

Risk level

110
0.70%GBP 3.44
BNY Mellon Sustainable UK Opportunities Fund U1 Income
BNY Mellon Sustainable UK Opportunities Fund U1 Income BNY Mellon Sustainable UK Opportunities Fund U1 Income Valor: 13311144
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Annual Return

-50%0%+50%

Risk level

110
0.70%GBP 1.09
BNY Mellon Sustainable UK Opportunities Fund U1 Accumulation
BNY Mellon Sustainable UK Opportunities Fund U1 Accumulation BNY Mellon Sustainable UK Opportunities Fund U1 Accumulation Valor: 13311140
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.70%GBP 1.10
BNY Mellon Sustainable UK Opportunities Fund Institutional Accumulation
BNY Mellon Sustainable UK Opportunities Fund Institutional Accumulation BNY Mellon Sustainable UK Opportunities Fund Institutional Accumulation Valor: 2296080
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.70%GBP 3.80
BNY Mellon Sustainable UK Opportunities Fund Institutional W Accumulation
BNY Mellon Sustainable UK Opportunities Fund Institutional W Accumulation BNY Mellon Sustainable UK Opportunities Fund Institutional W Accumulation Valor: 19483168
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.70%GBP 2.22
BNY Mellon Sustainable UK Opportunities Fund B Income
BNY Mellon Sustainable UK Opportunities Fund B Income BNY Mellon Sustainable UK Opportunities Fund B Income Valor: 19724515
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.70%GBP 1.72
BNY Mellon Sustainable UK Opportunities Fund Institutional W Income
BNY Mellon Sustainable UK Opportunities Fund Institutional W Income BNY Mellon Sustainable UK Opportunities Fund Institutional W Income Valor: 19483169
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.70%GBP 1.75
BNY Mellon Sustainable UK Opportunities Fund B Accumulation
BNY Mellon Sustainable UK Opportunities Fund B Accumulation BNY Mellon Sustainable UK Opportunities Fund B Accumulation Valor: 19724614
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.70%GBP 2.13