BNY Mellon Investment Funds - BNY Mellon Sustainable Real Return Fund Newton Institutional Shrs 5AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | 3.5 | |
+/-Cat | - | - | - | - | 0.7 | |
+/-B’mrk | - | - | - | - | -0.1 | |
Category: GBP Flexible Allocation | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 26/04/2024 | GBP 1.05 | |
Day Change | -0.14% | |
Morningstar Category™ | GBP Flexible Allocation | |
IA (formerly IMA) Sector | Targeted Absolute Return | |
ISIN | GB00BD6DRR91 | |
Fund Size (Mil) 28/03/2024 | GBP 318.83 | |
Share Class Size (Mil) 26/04/2024 | GBP 58.03 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.55% |
Investment Objective: BNY Mellon Investment Funds - BNY Mellon Sustainable Real Return Fund Newton Institutional Shrs 5Acc |
The Sub-Fund seeks to achieve a rate of return in sterling terms that is equal to or above the return from cash (SONIA (30-day compounded)) + 4% per annum over five years before fees. In doing so, it aims to achieve a positive return on a rolling three year basis. To achieve its investment objective, the Sub-Fund will invest predominantly, meaning at least 75%, in a portfolio of UK and international securities across a broad diversified range of asset classes. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Matthew Brown 02/07/2018 | ||
Philip Shucksmith 24/04/2018 | ||
Inception Date 21/11/2023 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
SONIA +4% GBP | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BNY Mellon Investment Funds - BNY Mellon Sustainable Real Return Fund Newton Institutional Shrs 5Acc | 29/02/2024 |
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