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.
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
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
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
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
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
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
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
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