BNY Mellon Global Real Return Fund (EUR) W IncRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 13.2 | 0.8 | -5.9 | -1.3 | 2.0 | |
+/-Cat | 5.3 | -2.1 | 1.3 | -7.0 | 0.1 | |
+/-B’mrk | 3.1 | -3.8 | 1.4 | -9.7 | 0.5 | |
Category: EUR Flexible Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 02/05/2024 | EUR 1.03 | |
Day Change | 0.24% | |
Morningstar Category™ | EUR Flexible Allocation - Global | |
ISIN | IE00BF3BN619 | |
Fund Size (Mil) 28/03/2024 | EUR 1169.25 | |
Share Class Size (Mil) 02/05/2024 | EUR 1.46 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 16/08/2023 | 1.00% |
Morningstar Research |
Analyst Report | 31/07/2023 Francesco Paganelli, Senior Analyst Morningstar, Inc |
BNY Mellon Real Return is a sound choice for investors seeking a competitive dynamic allocation strategy with a capital preservation focus. Both its team and process earn an Above Average rating, resulting in a Morningstar Analyst Rating of... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: BNY Mellon Global Real Return Fund (EUR) W Inc |
The objective of the Sub-Fund is to achieve a total return in excess of a cash benchmark (as described below) over an investment horizon of 3-5 years. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Andrew Warwick 31/12/2018 | ||
Aron Pataki 14/12/2015 | ||
Inception Date 02/08/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
1 Month EURIBOR + 4% | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BNY Mellon Global Real Return Fund (EUR) W Inc | 31/03/2024 |
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