BNY Mellon UK Equity Inst Acc (0P00001O1U.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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BNY Mellon UK Equity Inst Acc
160 Queen Victoria Street
The Bank of New York Mellon Centre
BNY Mellon Fund Managers Limited
Management information
,Lead manager since 22 April 2022
Georgina is a portfolio manager on our global opportunities team and manages a selection of global and regional equity mandates, including the Global Equity, International Equity and UK Equity strategies.
Georgina joined Newton in 2022 as a portfolio manager co-managing UK equity strategies. Prior to this, she worked at abrdn where she started as a graduate on the Pan European equities team in 2014 and subsequently joined the UK equities team running the ASI UK Equity funds for five years before co-managing the Dunedin Income Growth Investment Trust for the final two years. Her role also involved being a research analyst covering the retail, beverages and construction and building materials sectors. She graduated from the University of Edinburgh with a Bachelor of Science with Honours Mathematics and is also a CFA* charterholder.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyBNY Mellon Fund Managers Limited
Net assets527.52M
YTD return2.03%
Yield2.91%
Morningstar rating★★★
Inception date1 May 1985
Fund operations
Last dividend0.07
Last cap gainN/A
Holdings turnover98.00%
Average for categoryN/A
Fees and expenses
Expense0P00001O1U.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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