BNY Mellon UK Opportunities (Responsible)

Select share classes

BNY Mellon Investment Fund - BNY Mellon UK Opportunities Fund (Responsible) Institutional W Acc

Category UK Large-Cap Equity
star-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£2.3819

arrow-up£0.005 (+0.23%)

Fund Code

NWUOA

B8HQWK0

GB00B8HQWK01

Prices updated as at 21 May 2025
|
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.

Annual performance (%)

YearThis fundUK Large-Cap Equity
31 Mar 14 - 31 Mar 1512.796.59
31 Mar 15 - 31 Mar 166.76-3.91
31 Mar 16 - 31 Mar 1710.8418.76
31 Mar 17 - 31 Mar 180.830.61
31 Mar 18 - 31 Mar 194.515.09
31 Mar 19 - 31 Mar 20-14.45-18.97
31 Mar 20 - 31 Mar 2125.5330.63
31 Mar 21 - 31 Mar 223.269.86
31 Mar 22 - 31 Mar 23-3.722.09
31 Mar 23 - 31 Mar 242.207.84
31 Mar 24 - 31 Mar 258.678.50

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day1.651.36
1 Month9.747.74
3 Months5.062.01
6 Months12.868.37
1 Year12.576.34
3 Years annualised7.398.32
5 Years annualised6.2110.33
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.