BNY Mellon Investment Funds - Newton Real Return Fund B Income header image

BNY Mellon Investment Funds - Newton Real Return Fund B Income

Fund

ISIN GB00B7T1DJ29 / Valor 19829598

NAV (2025-01-16)
GBP 1.10+0.84%

BNY Mellon Investment Funds - Newton Real Return Fund B Income
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General Objective

The fund aims to achieve a rate of return in sterling terms that is equal to or above a minimum return from cash (SONIA (30-day compounded)) + 4% per annum over five years before fees. It also aims to achieve a positive return on a rolling three-year basis, although capital is at risk and there is no guarantee of achieving this return.

Fund Exposure

The fund follows a broad 'multi-asset' portfolio approach, investing in company shares, bonds, cash, currencies, commodities, and property through stock exchange listed investments and derivatives. It may invest in emerging markets, allocate more than 35% of assets in government and public securities, and allocate up to 8.5% to alternative risk premia strategies. The fund may also invest in Contingent Convertible Securities (CoCo's) and hold significant cash and cash-like investments.

Risks

Investors should be aware that capital is at risk when investing in the fund, and there is no guarantee of achieving the desired return. The fund's performance is measured against SONIA (30-day compounded) + 4% per annum over five years, which is a nearly risk-free rate. Additionally, the fund is actively managed, giving the Investment Manager discretion over investment selection within the disclosed objective and policies.

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Source

https://www.bny.com/investments/uk/en/intermediary/fund/bny-mellon-real-return-fund-uk-domiciled-institutional-shares-w-accumulation-gb00b8gg4b61/

Tags:
Global multi asset sonia

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