BNY Mellon Investment Fund - BNY Mellon UK Opportunities Fund (Responsible) Institutional W Income
Category UK Large-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.8079
£-0.009 (-0.49%)
Fund Code
NWUOI
B7RLX83
GB00B7RLX837
Prices updated as at 09 May 2025
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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 70% of its NAV 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 characteristics.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, 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
Company name
BNY Mellon Fund Managers Limited
Fund launch date
08 Feb 2002
Domicile
United Kingdom
UCITS
Yes
Lead manager
Tim Lucas
Lead manager start date
30 May 2024
Lead fund manager biography
Tim is a portfolio manager on the UK equities team. Tim joined Newton in 2004, and prior to joining the UK equities team, was a global research analyst specialising in the support services and leisure sectors. Prior to joining Newton, Tim worked as an equity analyst at Insight Investment, covering the chemicals and support services sectors.
Tim has a Master of Chemistry degree from the University of Oxford and is a CFA charterholder. Outside of work, Tim enjoys reading about Austrian economics and helps with coaching the children at his village cricket club.
Fund manager
Nicholas Pope
Manager start date
20 Sep 2023
Fund manager biography
Mr. Pope joined Brookfield Investment Management in 2014 as a Director of the natural resources investment team. He is responsible for implementing investment strategy with a focus in energy, including upstream, downstream, chemicals and services. Prior to that, he was a Senior Analyst and Managing Director at Dahlman Rose (and upon acquisition at Cowen & Company) covering Exploration and Production sector. Before that, Mr. Pope was an Analyst at JP Morgan Chase & Co, Research Division, where he covered the U.S. based exploration and production companies. While at JP Morgan, he was also responsible for a number of in-depth research studies, including those relating to specific domestic production regions and emerging gas recovery technologies. Mr. Pope began his career in 2001 as a Senior Project Engineer at ExxonMobil Production Co. Mr. Pope was the recipient of Institutional Investor's Rising Stars of E&P Research in 2011. He earned a Bachelor of Science degree in Chemical Engineering from the Texas A&M University.
Head office
BNY Mellon Fund Managers Limited
The Bank of New York Mellon Centre
London
United Kingdom
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