BNY Mellon Real Return Inst W Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.80%
  • 3 Year sharpe1.12
  • 3 Year alpha2.56
  • Distribution Typeincome
  • BenchmarkSONIA
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.80%
  • IA SectorTargeted Absolute Return
  • Manager GroupBNY Mellon
  • DomicileUnited Kingdom
  • ISINGB00B7W36529

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 (SONIA (30 day compounded)) +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. To achieve its investment objective, the Sub-Fund will invest in a broad diversified range of asset classes. The Sub-Fund may invest directly or indirectly in equities, fixed interest securities, currencies, cash, near cash, deposits, warrants, infrastructure, renewable energy, property, commodities and approved money market instruments.

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