BNY Mellon Investment Funds - Newton Sustainable Real Return Fund Institutional Shares W Acc

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Performance History28/02/2021
Growth of 1,000 (GBP) Advanced Graph
BNY Mellon Investment Funds - Newton Sustainable Real Return Fund Institutional Shares W Acc
Fund--11.99.6-0.2
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
04/03/2021
 GBP 1.25
Day Change -0.73%
Morningstar Category™ Alt - Multistrategy
IA (formerly IMA) Sector Targeted Absolute Return
ISIN GB00BD6DRD55
Fund Size (Mil)
26/02/2021
 GBP 460.74
Share Class Size (Mil)
04/03/2021
 GBP 41.79
Max Initial Charge -
Ongoing Charge
12/02/2021
  0.83%
Investment Objective: BNY Mellon Investment Funds - Newton Sustainable Real Return Fund Institutional Shares W Acc
The Sub-Fund seeks to achieve a rate of return in sterling terms that is equal to or above the return from cash (1 month GBP LIBOR) + 4% per annum over five years before fees. In doing so, it aims to achieve a positive return on a rolling three year basis (meaning a period of three years, no matter which day you start on). However, capital is in fact at risk and there is no guarantee that this will be achieved over that, or any, time period.
Returns
Trailing Returns (GBP)04/03/2021
YTD0.03
3 Years Annualised-
5 Years Annualised-
10 Years Annualised-
12 Month Yield 1.92
Management
Manager Name
Start Date
Matthew Brown
02/07/2018
Phil Shucksmith
24/04/2018
Inception Date
24/04/2018
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
LIBOR GBP 1 Months +4%-
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationYes
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  BNY Mellon Investment Funds - Newton Sustainable Real Return Fund Institutional Shares W Acc30/11/2020
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock52.800.1852.62
Bond40.490.0040.49
Property0.000.000.00
Cash79.3895.15-15.77
Other22.290.0022.29
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
United States38.39
United Kingdom19.11
Asia - Emerging10.71
Eurozone9.78
Europe - ex Euro9.11
Top 5 Sectors%
Technology16.85
Financial Services14.80
Industrials13.91
Consumer Cyclical12.50
Communication Services10.47
Top 5 HoldingsSector%
Us 10 Year Note Future Mar 2021 ... 24.13
iShares Physical Gold ETC3.96
WisdomTree Physical Swiss Gold ETC3.74
Invesco Physical Gold ETC3.69
BNP Paribas Issuance B.V.2.01
BNY Mellon Investment Funds - Newton Sustainable Real Return Fund Institutional Shares W Acc

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