BNY Mellon Investment Funds - Newton Real Return Fund A Sterling Income

Category GBP Flexible Allocation

Last buy/sell price

132.22p

arrow-up0.88p (+0.67%)

Fund Code

0164263

GB0001642635

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The Sub-Fund seeks to deliver positive returns on a rolling 3 year basis after fees. The Sub-Fund aims to deliver positive returns before fees within a range of cash (SONIA (30-day compounded)) on a rolling 3 year basis and cash (SONIA (30-day compounded)) + 4% per annum on a rolling 5 year basis. However, positive returns are not guaranteed and a capital loss may occur. The Sub-Fund is actively managed as a multi-asset fund that invests in a portfolio of UK and international securities across a broad diversified range of asset classes.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
	1.63
	0.19
	No
	-
	-
	-
Minimum investment	-

Documents

Document name	Date posted	Download
Fund Provider FactSheet	17 Nov 2025	pdf
Key Information Document / Technical Guide	04 Sep 2025	pdf
Annual Report	30 Jun 2025	pdf
Interim Report	31 Dec 2024	pdf

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Important Information

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