BNY Mellon Sus Real Return Inst WInc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.93%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkLIBOR GBP 1 Months +4%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.83%
  • IA SectorTargeted Absolute Return
  • Manager GroupBNY Mellon
  • DomicileUnited Kingdom
  • ISINGB00BD6DRF79

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). 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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