BNY Mellon Investment Fund - BNY Mellon UK Opportunities Fund (Responsible) Institutional W Acc
Category UK Large-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.2818
£0.007 (+0.29%)
Fund Code
NWUOA
B8HQWK0
GB00B8HQWK01
Prices updated as at 02 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | UK Large-Cap Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | 12.79 | 6.59 |
31 Mar 15 - 31 Mar 16 | 6.76 | -3.91 |
31 Mar 16 - 31 Mar 17 | 10.84 | 18.76 |
31 Mar 17 - 31 Mar 18 | 0.83 | 0.61 |
31 Mar 18 - 31 Mar 19 | 4.51 | 5.09 |
31 Mar 19 - 31 Mar 20 | -14.45 | -18.97 |
31 Mar 20 - 31 Mar 21 | 25.53 | 30.63 |
31 Mar 21 - 31 Mar 22 | 3.26 | 9.86 |
31 Mar 22 - 31 Mar 23 | -3.72 | 2.09 |
31 Mar 23 - 31 Mar 24 | 2.20 | 7.84 |
31 Mar 24 - 31 Mar 25 | 8.67 | 8.50 |
Trailing returns (%)
Year | This fund | UK Large-Cap Equity |
---|---|---|
1 Day | 0.29 | 0.80 |
1 Month | 2.05 | 1.04 |
3 Months | 1.00 | -1.20 |
6 Months | 7.94 | 4.60 |
1 Year | 12.60 | 7.44 |
3 Years annualised | 4.25 | 6.52 |
5 Years annualised | 5.98 | 10.32 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.