Please ensure Javascript is enabled for purposes of website accessibility BNY Mellon Long-Term European Equity Fund - Intermediary Investor - BE - BNY Mellon
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BNY Mellon Long-Term
European Equity
Fund

 

 

 

 

 

 

Why invest in the fund?

 

 

1

Company focus

 

Unconstrained, rigorous in-house company research is based on our consistently applied philosophy and process. We only select those businesses which meet our stringent investment criteria.

 

 

2

Team approach

 

We invest as a team. Our long tenured, experienced investment team challenges and debates all proposals.

 

 

3

Long-term investment horizon

 

Our buy-and-hold approach is focused on sustainable growth. We invest for the long term in order to exploit the power of compound growth.


 

The value of investments can fall. Investors may not get back the amount invested.
 

Objective: Aims to achieve long-term capital appreciation through investing primarily in a portfolio of equity and equity-related securities of companies located in Europe (including the UK) whilst taking environmental, social and governance ("ESG") factors into account. 
 

Benchmark: The Fund will measure its performance against the MSCI Europe NR Index (the “Benchmark”). 
 

The Fund is actively managed, which means the Investment Manager has absolute discretion to invest outside the Benchmark subject to the investment objective and policies disclosed in the Prospectus. While the Fund’s holdings may include constituents of the Benchmark, the selection of investments and their weightings in the portfolio are not influenced by the Benchmark. The investment strategy does not restrict the extent to which the Investment Manager may deviate from the Benchmark.

 

 

 

 

About Walter Scott

 

 

Walter Scott1 was established in 1983 to offer global equity portfolio management to institutional investors around the world. Since inception, Walter Scott has remained wholly committed to global equity investing.
 

Our core conviction is that over the long term, return to shareholders can only ever be as great as the wealth generated by the underlying businesses in which they are invested. Our primary task is therefore identifying those companies capable of sustaining the highest rates of wealth generation.
 

We do so using original, fundamental research carried out by our own team across an investment universe that is unrestricted by region, market sector or benchmark. Walter Scott’s truly global approach views the world as a single universe of opportunities.

 

 

Why Walter Scott?

Identify trends

With its global perspective, the investment team is able to identify worldwide trends that can create opportunities and threats for European firms.

Collective and global knowledge

Many major European companies have worldwide operations, and Walter Scott highly experienced research team can apply its collective and extensive knowledge of diverse operating environments across the globe when analysing European-listed businesses

 

 

Find out more
Resources

The value of investments can fall. Investors may not get back the amount invested.

 

Objective/Performance Risk: There is no guarantee that the Fund will achieve its objectives.
 

Currency Risk: This Fund invests in international markets which means it is exposed to changes in currency rates which could affect the value of the Fund.


New Fund Liquidity Risk: This Fund is not expected to hold investments which would be considered illiquid, however, while the Fund is being established, itis possible that the liquidity profile of the Fund may fluctuate.

 

Geographic Concentration Risk: Where the Fund invests significantly in a single market, this may have a material impact on the value of the Fund.
 

Derivatives Risk: Derivatives are highly sensitive to changes in the value of the asset from which their value is derived. A small movement in the value of the underlying asset can cause a large movement in the value of the derivative. This can increase the sizes of losses and gains, causing the value of your investment to fluctuate. When using derivatives, the Fund can lose significantly more than the amount it has invested in derivatives.
 

Environmental, Social and Governance (ESG) Investment Approach Risk: The Fund follows an ESG investment approach. This means factors other than financial performance are considered as part of the investment process. This carries the risk that the Fund's performance may be negatively impacted due to restrictions placed on its exposure to certain sectors or types of investments. The approach taken may not reflect the opinions of any particular investor. In addition, in following an ESG investment approach, the Fund is dependent upon information and data from third parties (which may include providers for research reports, screenings, ratings and/or analysis such as index providers and consultants). Such information or data may be incomplete, inaccurate or inconsistent.
 

Counterparty Risk: The insolvency of any institutions providingservices such as custody of assets or acting as a counterparty toderivatives or other contractual arrangements, may expose the Fund to financial loss.
 

Real Estate Investment Trust (REITs) Risk: The Fund is subject torisks associated with investing in real estate which may include but is not limited to liquidity constraints arising from difficulties with the disposal of the underlying properties, fluctuations in the value of underlying properties, defaults by borrowers or tenants, marketsaturation, changes in general and local economic conditions,decreases in market rates for rents, increases in competition,property taxes, capital expenditures or operating expenses and other economic, political or regulatory occurrences affecting companies in the real estate industry.
 

Volcker Rule Risk: The Bank of New York Mellon Corporation or one of its affiliates ("BNYM") has invested in the Fund. As a result ofrestrictions under the "Volcker Rule," which has been adopted by U.S. Regulators, BNYM must reduce its shareholding percentage so that it constitutes less than 25% of the Fund within, generally, three years of the Fund's establishment (which starts when the Fund's manager begins making investments for the Fund). Risks may include: BNYM may initially own a proportionately larger percentage of the Fund, and any mandatory reductions may increase Fund portfolio turnoverrates, resulting in increased costs, expenses and taxes. Details of BNYM's investment in the Fund are available upon request.
 

Market Capitalisation Risk: Investments in the securities of small to medium-sized companies (by market capitalisation) may be riskier and less liquid (i.e. harder to sell) than large companies. This means that their share prices may have greater fluctuations.

A complete description of risk factors is set out in the Prospectus in the section entitled "Risk Factors"

The value of investments can fall. Investors may not get back the amount invested.
 

Please refer to the prospectus and the KIID/KID before making any investment decisions. Documents are available in English and an official language of the jurisdictions in which the Fund is registered for public sale. Go to www.bnymellonim.com.

 

1Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds WITH Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds.

 

 

 

1887484 Exp 31 October 2024

 

 

 

 

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