BNY Mellon Efficient U.S. Fallen Angels Beta Fund USD X Acc
ISIN IE00BM950985 / Valor 57289840
BNY Mellon Efficient U.S. Fallen Angels Beta Fund USD X Acc
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General Objective
The fund aims to generate a return in excess of the Bloomberg Barclays US HY Fallen Angel 3% Cap Total Return Index USD with similar levels of volatility over the medium to long-term, while taking environmental, social, and governance ("ESG") factors into account.
Fund Exposure
The fund is actively managed and primarily invests in high yield fallen angel bonds. The majority of the fund's holdings will be constituents of the benchmark, resulting in similar currency, duration, sector exposures, and credit quality profile. However, the fund does not seek to reflect the benchmark's maturity profile.
Risks
Investors should be aware that past performance is not indicative of future results, and the value of investments can fluctuate. Income from investments is not guaranteed, and investors may not recoup the amount initially invested. Additionally, costs incurred when purchasing, holding, converting, or selling investments can impact returns, which may vary due to currency and exchange rate fluctuations.
Source
https://www.bnymellonim.com/content/dam/imemea/pdfs/bny-mellon-efficient-us-fallen-angels-beta-fund-apac.pdf
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