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BNY MELLON UK EQUITY INSTITUTIONAL W

Bestinvest LogoLarge cap UK equity fund with a bias to medium sized companies that targets growth as well as income.

PRICE (INC)

144.55p

PRICE (ACC)

201.48p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.8%

YIELD

3%

1 YEAR
3.27%
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Prices as at 07 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The Sub-Fund aims to achieve capital growth and income over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 70% of the portfolio in UK equities (company shares), including ordinary shares, preference shares and other equity-related securities. UK companies are defined as those that are either domiciled, incorporated or which have significant business in the UK.

Fund summary

SectorUK All Companies
StructureOEIC
LaunchedSeptember 2012
Size£565m
Yield3%
Dividends paidFebruary, May, August, November

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.8%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning