BNY Mellon Sustainable UK Opportunities Fund Sterling Income
Category UK Large-Cap Equity
Last buy/sell price
308.39p
-2.25p (-0.72%)
Fund Code
3118988
GB0031189888
Prices updated as at 19 Apr 2024
Prices in GBX
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 70% of its assets in a concentrated portfolio of equities (company shares) issued by UK 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. UK companies are defined as those that are either domiciled, incorporated or which have significant business in the UK. The Investment Manager focuses on identifying companies that demonstrate sustainable business practices and an ability to generate returns consistent with the Sub-Fund’s objective. Sustainable business practices are those which positively manage the material impacts of a company’s operations and products on the environment and society.
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 | Louise Kernohan, Nicholas Pope, Georgina Cooper |
332.42 | |
280.06 | |
Fund comparative index | FTSE AllSh TR GBP |
UK All Companies | |
- | |
1.62 | |
0.13 | |
- | |
UK Large-Cap Equity | |
No | |
Fund provider | BNY Mellon Fund Managers Limited |
Share class launch date | 08 Feb 2002 |
£173.09m | |
- | |
- | |
- | |
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.