BNY Mellon Investment Funds - BNY Mellon Sustainable Real Return Fund Newton Institutional Shrs 5Inc

The fund aims 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. It seeks to achieve a positive return on a rolling three year basis, with capital being at risk and no guarantee of achieving the objective over any time period.

The fund invests predominantly in a portfolio of UK and international securities, with at least 75% allocated to this asset class. It also focuses on companies that meet the Investment Manager's sustainability criteria, incorporating environmental, social, and governance considerations. The fund follows a broad 'multi-asset' portfolio approach, including equities, bonds, cash, property, and commodities through exchange-listed securities and/or collective investment schemes.

Risks associated with this fund include exposure to emerging markets, allocation of more than 35% of assets in government and public securities issued or guaranteed by a single entity, and investment in alternative risk premia strategies. Additionally, the fund may invest in Contingent Convertible Securities (CoCo's) and hold significant positions in cash and cash-like investments.

https://www.bny.com/investments/uk/en/intermediary/fund/bny-mellon-sustainable-real-return-fund-uk-domiciled-newton-institutional-shares-2-accumulation-gb00bd6drh93/