BNY Mellon Investment Funds - Newton Index Linked Gilt Fund Institutional Accumulation header image

BNY Mellon Investment Funds - Newton Index Linked Gilt Fund Institutional Accumulation

Fund

ISIN GB00B01X0X00 / Valor 2023262

NAV (2024-12-20)
GBP 2.94-0.32%

BNY Mellon Investment Funds - Newton Index Linked Gilt Fund Institutional Accumulation
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General Objective

The fund aims to achieve income together with the potential for capital growth over the medium term (3-5 years) by investing at least 75% of the portfolio in sterling-denominated index-linked gilts issued by the UK government.

Fund Exposure

The fund is primarily exposed to government and public securities issued or guaranteed by a single state, local authority, or public international body. It may also invest in money market instruments, deposits, cash, near cash, and up to 10% in other collective investment schemes. The fund uses derivatives for risk or cost reduction and can deviate from its benchmark, the FTSE Actuaries UK Index-Linked Gilts Over 5 Years TR Index.

Risks

Some of the risks associated with this fund include interest rate risk, credit risk, inflation risk, and the potential for losses due to market fluctuations. Additionally, the fund's performance may be impacted by changes in government policies, economic conditions, and geopolitical events. Investors should carefully consider these risks before investing.

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Source

https://www.bnymellonim.com/uk/en/intermediary/fund/bny-mellon-index-linked-gilt-fund-uk-domiciled-newton-institutional-shares-2-accumulation-gb00b01x0w92/

Tags:
uk government bonds index linked gilts ftse actuaries uk index-linked gilts over 5 years

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OTHER SHARE CLASSES OF THIS FUND

BNY Mellon Investment Funds - Mellon Index Linked Gilt Fund B Shares Accumulation
BNY Mellon Investment Funds - Mellon Index Linked Gilt Fund B Shares Accumulation BNY Mellon Investment Funds - Mellon Index Linked Gilt Fund B Shares Accumulation Valor: 12665682
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Annual Return

-50%0%+50%

Risk level

110
-0.33%GBP 0.89
BNY Mellon Investment Funds - Mellon Index Linked Gilt Fund Institutional W Shares Accumulation
BNY Mellon Investment Funds - Mellon Index Linked Gilt Fund Institutional W Shares Accumulation BNY Mellon Investment Funds - Mellon Index Linked Gilt Fund Institutional W Shares Accumulation Valor: 12928844
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.32%EUR 0.99
BNY Mellon Investment Funds - Newton Index Linked Gilt Fund Exempt 2 Accumulation
BNY Mellon Investment Funds - Newton Index Linked Gilt Fund Exempt 2 Accumulation BNY Mellon Investment Funds - Newton Index Linked Gilt Fund Exempt 2 Accumulation Valor: 2238654
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.32%GBP 3.25