BNY Mellon Mlt-Asst Balanced Inst W Inc

This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.13%
  • 3 Year sharpe0.98
  • 3 Year alpha0.97
  • Distribution Typeincome
  • BenchmarkIA Mixed Invest 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
  • ISINGB00B7LB0P54

Investment Strategy

The fund aims to achieve a balance between capital growth and income predominantly from a portfolio of UK and International securities.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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