TBD
ISIN GB00BQ7XBJ96 / Valor 13311249
TBD
UMushroom community rating:
General Objective
The fund aims to provide a total return after costs, of inflation plus 2% per annum over the long term, while being classified as 'Cautious' by not investing more than 50% in equities. The fund is managed in line with CCLA’s approach to investing for a better world.
Fund Exposure
The fund will invest in a broad range of assets including shares of companies worldwide, fixed/floating interest securities, infrastructure related assets, money-market instruments, cash, near-cash, and emerging markets. The fund's typical exposure to emerging markets will be 5% but may be up to 20%. The proportion of the fund's portfolio in company shares will be 20-50% and in bonds will be 0%-60%.
Risks
There is no guarantee that the fund's objective will be achieved over any time period, and capital is at risk. The fund's exposure to different asset classes may vary over time in response to the economic and market environment, and the fund may use derivatives for efficient portfolio management purposes.
Source
https://www.bnymellonim.com/documents/uk/en/intermediary/KIID-MIF-BNY-Mellon-Inflation-Linked-Corporate-Bond-Fund-UK-domiciled-F-Shares-Accumulation-GB00BW1YLP65-GB-en.pdf
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
