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BNY Mellon Focused Equity Opportunities Fund;M

Ranked 45 out of 1851 in - US over 12 months
All calculations are in USD unless stated

Managed by

Irene O'Neill

Objective

The Fund seeks capital appreciation by investing at least 80% of its assets in equity securities. The Fund invests in approximately 25-30 companies that are considered by the investment adviser to be positioned for long-term earnings growth.

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 45/1851 Total Return
  • Rank 671/1851 Standard Deviation
  • Rank 318/1851 Max Drawdown
Fund Name Currency Loss
318 BNY Mellon Focused Equity Opportunities Fund;M USD

-0.1%

318 RBC Private U.S. Large-Cap Core Equity CN Pl Sr O

Currency exposure is hedged

Currency exposure is hedged

CAD

-0.1%

318 Santander Seleccion RV Norteamerica, FI USD

-0.1%

318 John Hancock Fundamental Large Cap Core Fund;A USD

-0.1%

318 Eaton Vance Stock Fund;A USD

-0.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.0% 7.5% 4.1%
2016 10.1% -1.7% 1.0% 6.2% 4.4%
2015 1.0% 4.0% 1.1% -10.9% 7.7%
2014 6.9% 2.8% 7.6% -1.8% -1.5%
2013 33.8% 9.1% 2.3% 7.7% 11.4%
2012 18.0% 17.9% -8.0% 9.9% -1.0%
2011 -9.6% 7.0% -0.5% -21.3% 7.9%
2010 15.7% 5.6% -15.0% 13.1% 13.9%
2009 8.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/09/2009
  • Share Class size513Mn
  • Base currencyUSD
  • ISIN US05569M4758

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment100

Charges

  • Annual management0.70%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).