BNY Mellon Investment Funds - BNY Mellon Sustainable Real Return Fund Newton Institutional Shrs 5IncRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 7.9 | -11.3 | 0.1 | 3.6 |
![]() | +/-Cat | - | -0.8 | -1.3 | -5.9 | -0.6 |
![]() | +/-B’mrk | - | -0.1 | -2.0 | -9.1 | -1.4 |
Category: GBP Flexible Allocation | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 18/07/2024 | GBP 1.02 | |
Day Change | -0.51% | |
Morningstar Category™ | GBP Flexible Allocation | |
IA (formerly IMA) Sector | Targeted Absolute Return | |
ISIN | GB00BD6DRS09 | |
Fund Size (Mil) 31/07/2024 | GBP 284.35 | |
Share Class Size (Mil) 18/07/2024 | GBP 20.65 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.55% |
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 - BNY Mellon Sustainable Real Return Fund Newton Institutional Shrs 5Inc |
The Sub-Fund seeks 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. In doing so, it aims to achieve a positive return on a rolling three year basis. To achieve its investment objective, the Sub-Fund 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 | ||
Philip Shucksmith 24/04/2018 | ||
Inception Date 15/06/2020 |
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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 - BNY Mellon Sustainable Real Return Fund Newton Institutional Shrs 5Inc | 30/06/2024 |
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