BNY Mellon FutureLegacy 5 Fund Institutional Shares W USD Income
Fund
ISIN GB00BQH88Z92 / Valor 12503895
NAV (2025-12-12)
USD 1.30+0.32%
BNY Mellon FutureLegacy 5 Fund Institutional Shares W USD Income
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The BNY Mellon FutureLegacy 5 Fund builds a diverse portfolio of UK and international stocks and bonds to seek long-term growth and income. It typically holds between 40% and 80% of its assets in equities, including both direct shares and derivatives, while ensuring that at least 70% of its investments meet strict sustainability standards. The fund also includes a mix of government and corporate bonds with various credit ratings, alongside cash holdings, to create a balanced multi-asset approach that aligns with its targeted moderate risk level.
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OTHER SHARE CLASSES OF THIS FUND
BNY Mellon FutureLegacy 5 Fund B Shares GBP Income
BNY Mellon FutureLegacy 5 Fund B Shares GBP Income
BNY Mellon FutureLegacy 5 Fund B Shares GBP Income
Valor: 12503887
Annual Return
-50%0%+50%
Risk level
110
0.41%GBP 1.17
BNY Mellon FutureLegacy 5 Fund F Shares GBP Income
BNY Mellon FutureLegacy 5 Fund F Shares GBP Income
BNY Mellon FutureLegacy 5 Fund F Shares GBP Income
Valor: 12503587
Annual Return
-50%0%+50%
Risk level
110
0.41%GBP 1.17
BNY Mellon FutureLegacy 5 Fund Institutional Shares W USD Accumulation
BNY Mellon FutureLegacy 5 Fund Institutional Shares W USD Accumulation
BNY Mellon FutureLegacy 5 Fund Institutional Shares W USD Accumulation
Valor: 12503894
Annual Return
-50%0%+50%
Risk level
110
0.33%USD 1.40
BNY Mellon FutureLegacy 5 Fund Institutional Shares W GBP Income
BNY Mellon FutureLegacy 5 Fund Institutional Shares W GBP Income
BNY Mellon FutureLegacy 5 Fund Institutional Shares W GBP Income
Valor: 12503588
Annual Return
-50%0%+50%
Risk level
110
0.41%GBP 1.17
BNY Mellon FutureLegacy 5 Fund Institutional Shares W GBP Accumulation
BNY Mellon FutureLegacy 5 Fund Institutional Shares W GBP Accumulation
BNY Mellon FutureLegacy 5 Fund Institutional Shares W GBP Accumulation
Valor: 12503544
Annual Return
-50%0%+50%
Risk level
110
0.42%GBP 1.26
BNY Mellon FutureLegacy 5 Fund B Shares GBP Accumulation
BNY Mellon FutureLegacy 5 Fund B Shares GBP Accumulation
BNY Mellon FutureLegacy 5 Fund B Shares GBP Accumulation
Valor: 12503585
Annual Return
-50%0%+50%
Risk level
110
0.41%GBP 1.25
BNY Mellon FutureLegacy 5 Fund F Shares GBP Accumulation
BNY Mellon FutureLegacy 5 Fund F Shares GBP Accumulation
BNY Mellon FutureLegacy 5 Fund F Shares GBP Accumulation
Valor: 12503585