BNY Mellon Mlt-Asst Balanced Inst W Acc

Fund
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Fund Info

  • Yield History2.10%
  • 3 Year sharpe0.75
  • 3 Year alpha-0.3
  • Distribution Typeaccumulation
  • BenchmarkMixed Investment 40%-85% shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.67%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupBNY Mellon
  • DomicileUnited Kingdom
  • ISINGB00B86LX253

Investment Strategy

The objective of the fund is to achieve a balance between capital growth and income generation predominantly from a portfolio of UK and international securities. The manager adopts a mixed portfolio approach comprising equities, fixed income, property, commodities, cash, near cash and deposits. Exposure to these asset classes will be achieved through investment in transferable securities, approved money market instruments, warrants, derivative instruments, forward transactions and collective investment schemes. Investment in derivatives may be for investment purposes as well as for efficient portfolio management.

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