BNY Mellon Sus Real Return Ins W Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History3.07%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkLIBOR GBP 1 Months +4%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.85%
  • IA SectorTargeted Absolute Return
  • Manager GroupBNY Mellon
  • DomicileUnited Kingdom
  • ISINGB00BD6DRD55

Investment Strategy

The Sub-Fund seeks to achieve a rate of return in sterling terms that is equal to or above the 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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