BNY Mellon Real Return Inst W Acc

Fund

Fund Info

  • Yield History2.17%
  • 3 Year sharpe0.50
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • Benchmark1 Month GBP LIBOR + 4%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.80%
  • SectorTargeted Absolute Return
  • Manager GroupBNY Mellon
  • DomicileUnited Kingdom
  • ISINGB00B8GG4B61

Investment Strategy

The objective of the Sub-Fund is to achieve a rate of return in sterling terms that is equal to or above a minimum return from cash (1 month GBP LIBOR) + 4% per annum over five years before fees. In doing so, it aims to achieve a positive return on a rolling three year basis (meaning a period of three years, no matter which day you start on). However, capital is in fact at risk and there is no guarantee that this will be achieved over that, or any, time period.

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