BNY Mellon Mlt-Asst Divers Ret Inst WInc

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Fund Info

  • Yield History2.34%
  • 3 Year sharpe0.65
  • 3 Year alpha-0.47
  • Distribution Typeincome
  • BenchmarkSONIA
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.69%
  • IA SectorTargeted Absolute Return
  • Manager GroupBNY Mellon
  • DomicileUnited Kingdom
  • ISINGB00B8HJ5779

Investment Strategy

The objective of the Sub-Fund is to achieve long-term capital growth over a period of at least 5 years from a portfolio diversified across a range of assets. The Sub-Fund is managed to seek a return in excess of cash (SONIA (30 day compounded)) +3% per annum over five years before fees. In doing so, it aims to achieve a positive return on a rolling three year basis. However, a positive return is not guaranteed and a capital loss may occur. The policy of the Sub-Fund is to gain exposure to a diversified range of asset classes including, but not limited to, equities, fixed income, property, commodities, infrastructure, renewable energy, currencies, cash, near cash and deposits.

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