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BNY Mellon has engaged Fayez Sarofim & Co. to serve as the sub-investment advisor of several mutual funds. The funds are managed by a team of portfolio managers, consisting of Fayez Sarofim, Catherine Crain, Gentry Lee, Christopher Sarofim and Charles Sheedy. Our partnership with BNY Mellon has enabled Fayez Sarofim & Co. to offer our investing style to a broader universe of investors, due to the low minimum investment required and customer support offered by BNY Mellon.
BNY Mellon Appreciation Fund
Fayez Sarofim & Co. has been the sub-investment advisor to this fund for BNY Mellon since 1990. The Appreciation Fund has over $5 billion in assets and is managed using the same investment philosophy we employ for our direct accounts. This no-load fund has a minimum investment of $1,000 and can be added to in increments of as low as $100. This fund is consistently recognized for its long track record of competitive performance, tax efficiency and relatively low fees.
To receive more information about the BNY Mellon Appreciation Fund, please click here.
BNY Mellon Worldwide Growth Fund
Fayez Sarofim & Co. has been the sub-investment advisor to this fund since 1993. The BNY Mellon Worldwide Growth Fund is also managed under the same Sarofim investment philosophy but looks outside the U.S. market for potential investments. This global fund normally invests at least 25% of its assets in foreign companies and is appropriate for those investors looking for exposure to foreign as well as domestic companies. The Worldwide Growth Fund is a "load" fund and typically must be purchased through a third party, such as a bank, broker-dealer or financial advisor, or in a 401(k) or other retirement plan. This fund has a minimum investment of $1,000 and can be added to in increments of as low as $100.
To receive more information about the BNY Mellon Worldwide Growth Fund, please click here.