BNY Mellon Sustainable European Opportunities Fund Institutional W Income
Category Europe ex-UK Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.5978
£-0.046 (-1.73%)
Fund Code
NWCEI
B881HQ5
GB00B881HQ54
Prices updated as at 25 Apr 2024
Prices in GBP
Investment objective
The Sub-Fund aims to achieve capital growth over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 75% of its assets in a concentrated portfolio of equities (company shares issued by continental European companies including ordinary shares, preference shares and other equity-related securities that meet the Investment Manager’s sustainability criteria, where environmental, social and governance (“ESG”) considerations are an integral part of the criteria. Continental European companies are defined as those that are either domiciled, incorporated or which have significant business in continental Europe (excluding the UK). The Sub-Fund may invest up to 25% of its assets in companies domiciled, incorporated or that have significant business outside of continental Europe, which may include the UK.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Julianne McHugh, Nicholas Pope |
2.68 | |
2.2 | |
Fund comparative index | FTSE World Eur Ex UK TR GBP |
Europe Excluding UK | |
0.08 | |
0.85 | |
0.16 | |
0.00 | |
Europe ex-UK Equity | |
No | |
Fund provider | BNY Mellon Fund Managers Limited |
Share class launch date | 30 Aug 2012 |
£142.73m | |
- | |
1.63 | |
- | |
Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.