BNY Mellon US Opportunities Fund B Income header image

BNY Mellon US Opportunities Fund B Income

Fund

ISIN GB00B8L0RN64 / Valor 19694751

NAV (2024-09-06)
GBP 3.47+0.28%

BNY Mellon US Opportunities Fund B Income
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OBJECTIVE To achieve capital growth over the long term (5 years or more). POLICY The Fund will: – invest at least 80% in equities (company shares), equity-related securities and real estate investment trusts ("REIT"s) listed or traded on Eligible Markets located in the United States. The Fund may: – invest up to 20% of the portfolio in equity and equity-related securities of companies located outside of the US; – invest up to 10% of the portfolio in exchange traded funds (ETFs); – invest up to 5% in emerging markets; – use derivatives (financial instruments whose value is derived from other assets) with the aim of risk or cost reduction or to generate additional capital or income; and – invest up to 10% in other collective investment schemes (including but not limited to another Sub-Fund or Sub-Funds of the Company or other BNY Mellon funds). Benchmark: The Fund will measure its performance against the Russell 3000 TR Index as a comparator benchmark (the "Benchmark"). The Fund will use the Benchmark as an appropriate comparator because it includes a broad representation of the asset classes, sectors and geographical area in which the Fund predominantly invests. The Fund is actively managed, which means the Investment Manager has discretion over the selection of investments subject to the investment objective and policies disclosed in the Prospectus. While the Fund's holdings may include constituents of the Benchmark, the selection of investments and their weightings in the portfolio are not influenced by the Benchmark. The investment strategy does not restrict the extent to which the Investment Manager may deviate from the Benchmark. OTHER INFORMATION Treatment of income: net income from investments will be retained within the Fund and reflected in the value of your shares. Dealing: you can buy and sell your shares in the Fund between 9:00 and 17:00 (UK time) on each business day in England and Wales. Instructions received before 12:00 will receive the price quoted on that day. The minimum initial investment for this share class is GBP 50,000,000.

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us equities reits russell 3000

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