BNY Mellon Real Return Instl Acc

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Fund Info

  • Yield History2.19%
  • 3 Year sharpe0.48
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • Benchmark1 Month GBP LIBOR + 4%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.05%
  • SectorTargeted Absolute Return
  • Manager GroupBNY Mellon
  • DomicileUnited Kingdom
  • ISINGB00B0702P16

Investment Strategy

The objective of the fund is to achieve significant real rates of return in Sterling terms predominantly from a portfolio of UK and international securities. The fund may invest anywhere in the world into a mixture of cash, equities, corporate and government fixed interest securities (of any duration or credit rating), deposits, money market instruments, derivatives, forward transactions and collective investment schemes. The manager follows a broad multi-asset approach and emphasises real return. The fund may use derivatives for investment purposes as well as for efficient portfolio management or risk reduction.

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