BNY Mellon Real Return Fund

Select share classes

BNY Mellon Investment Funds - Newton Real Return Fund Institutional W Accumulation

Category GBP Flexible Allocation



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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.4504

arrow-down£-0.001 (-0.07%)

Fund Code

NWRRA

B8GG4B6

GB00B8GG4B61

Prices updated as at 26 Apr 2024
|
Prices in GBP

Investment objective
The objective of the Sub-Fund is to achieve a rate of return in sterling terms that is equal to or above a minimum 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. To achieve its investment objective, the Sub-Fund will invest in a broad diversified range of asset classes. The Sub-Fund may invest directly or indirectly in equities, fixed interest securities, currencies, cash, near cash, deposits, warrants, infrastructure, renewable energy, property, commodities and approved money market instruments. Exposure to these asset classes is expected to be achieved through a combination of transferable securities, collective investment schemes (which may include those managed or operated by the ACD or an associate of the ACD) and derivatives.

Annual charges

Product charges
0.88
0.28
No
0.08
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 31 Mar 2024pdf
Key Information Document / Technical Guide 16 Feb 2024pdf
Annual Reports 30 Jun 2023pdf
Annual Short Report 30 Jun 2023pdf
Interim Short Report 30 Jun 2023pdf
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Important Information

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