BNY Mellon FutureLegacy 7 Fund Institutional Shares W GBP Accumulation

The fund aims to achieve capital growth and potential for income over the long term (5 years or more) while being managed to a pre-defined level of risk, maintaining a risk profile classification of 7 from a scale of 1 (lowest) to 10 (highest).

The fund invests in a portfolio of UK and international securities, with a typical exposure to equities of between 70%-100% of the Fund's net asset value. It follows a broad 'multi-asset' portfolio approach, investing in company shares, bonds, and cash. The fund also incorporates sustainability criteria, excluding companies involved in certain activities and considering ESG factors.

The fund may invest in government and public securities issued or guaranteed by a single state, local authority, or public international body, as well as contingent convertible securities (CoCo's) and alternative risk premia strategies. It also has exposure to emerging markets and significant investments in cash and cash-like instruments. The fund is actively managed without benchmark-related constraints, using a composite index as a point of reference for performance comparison.

https://www.bnymellonim.com/documents/uk/en/intermediary/Factsheet-MIF-BNY-Mellon-FutureLegacy-7-Fund-UK-domiciled-F-Shares-Accumulation-GB00BQH89F61-GB-en.pdf