BNY Mellon Mlt-Asst Balanced Inst W Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.92%
  • 3 Year sharpe0.44
  • 3 Year alpha0.99
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Invest 40 - 85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.68%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupBNY Mellon
  • DomicileUnited Kingdom
  • ISINGB00B86LX253

Investment Strategy

The Sub-Fund aims to achieve a balance between income and capital growth over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 75% of the portfolio in UK and international securities across a range of global asset classes including, without limitation, equities (company shares), fixed income securities (bonds), infrastructure, renewable energy, property, commodities and near cash.

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