BNY Mellon Investment Funds - Newton Multi-Asset Diversified Return Fund B Income
ISIN GB00B7SZW092 / Valor 19724626
BNY Mellon Investment Funds - Newton Multi-Asset Diversified Return Fund B Income
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General Objective
The fund aims to achieve long-term capital growth over a period of at least 5 years by investing in a diversified portfolio across various assets, seeking a return in excess of cash (SONIA (30-day compounded)) +3% per annum before fees.
Fund Exposure
The fund follows a broad multi-asset portfolio approach, investing globally in company shares, bonds with varying credit ratings, commodities, property, and other alternative investments. It may also invest in derivatives to help achieve its investment objective, with a limit of 10% in other collective investment schemes.
Risks
While the fund aims for a positive return on a rolling three-year basis, there is no guarantee of this outcome, and a capital loss may occur. Additionally, the fund may invest in emerging markets, Contingent Convertible Securities (CoCo's), and hold a significant portion in cash and cash-like investments, which may pose risks related to market volatility and liquidity.
Source
https://www.bnymellonim.com/uk/en/intermediary/fund/bny-mellon-multi-asset-diversified-return-fund-uk-domiciled-institutional-shares-w-income-gb00b8hj5779/
Ratings & reviews
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