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BNY Mellon Sus Real Return Ins W Acc fund price, performance, charts and research

Fund

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Targeted Absolute Return

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This stock can be held in:

Fund Info

Distribution Type

accumulation

Manager Group

BNY Mellon

Domicile

United Kingdom

ISIN

GB00BD6DRD55

Benchmark

SONIA +4% GBP

Legal Structure

Open Ended Investment Company

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 (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 predominantly, meaning at least 75%, in a portfolio of UK and international securities across a broad diversified range of asset classes.

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