BNY Mellon Investment Funds - Newton Sustainable Real Return Fund Shares U AccRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 9.7 | 7.8 | -11.4 | 0.0 | 4.2 | |
+/-Cat | 5.1 | -1.0 | -1.4 | -6.0 | -1.3 | |
+/-B’mrk | 4.4 | -0.2 | -2.1 | -9.3 | -2.7 | |
Category: GBP Flexible Allocation | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 21/11/2024 | GBP 1.12 | |
Day Change | 0.05% | |
Morningstar Category™ | GBP Flexible Allocation | |
IA (formerly IMA) Sector | Targeted Absolute Return | |
ISIN | GB00BD6DRY68 | |
Fund Size (Mil) 31/10/2024 | GBP 282.17 | |
Share Class Size (Mil) 21/11/2024 | GBP 22.61 | |
Max Initial Charge | - | |
Ongoing Charge 16/10/2024 | 0.76% |
Morningstar Research |
Analyst Report | 05/08/2024 Francesco Paganelli, Senior Analyst Morningstar, Inc |
BNY Mellon Sustainable Real Return is a sound choice for investors seeking a competitive dynamic allocation strategy that aims to preserve capital with an environmental, social, and governance focus. Both its team and process receive an Above... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: BNY Mellon Investment Funds - Newton Sustainable Real Return Fund Shares U Acc |
The Sub-Fund seeks to deliver positive returns on a rolling 3 year basis after fees. The Sub-Fund aims to deliver positive returns before fees within a range of cash (SONIA (30-day compounded)) on a rolling 3 year basis and cash (SONIA (30-day compounded)) + 4% per annum on a rolling 5 year basis. However, positive returns are not guaranteed and a capital loss may occur. The Sub-Fund is actively managed as a multi-asset fund that will invest predominantly, meaning at least 75%, in a portfolio of UK and international securities across a broad diversified range of asset classes. |
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Management | ||
Manager Name Start Date | ||
Matthew Brown 02/07/2018 | ||
Phil Shucksmith 24/04/2018 | ||
Inception Date 12/07/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
SONIA +4% GBP | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for BNY Mellon Investment Funds - Newton Sustainable Real Return Fund Shares U Acc | 30/09/2024 |
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