BNY Mellon Real Return Fund

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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

£1.7348

arrow-down£-0.004 (-0.22%)

Fund Code

NWRRA

B8GG4B6

GB00B8GG4B61

Prices updated as at 02 Apr 2026
|
Prices in GBP

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.

Company name
BNY Mellon Fund Managers Limited
Fund launch date
01 Sep 1993
Domicile
United Kingdom
UCITS
Yes
Lead manager
Aron Pataki
Lead manager start date
01 Feb 2019
Lead fund manager biography
Aron is the co-head of the Real Return and risk strategist for the Real Return portfolios, with a particular focus on the stabilising layer and risk management. Aron is responsible for the final portfolio construction, capital allocation decisions and risk oversight on the strategy. Aron joined Newton in 2006 as a member of the portfolio analytics team, where he was responsible for risk analysis and portfolio construction across Newton’s institutional and retail portfolios. Previously, he worked as a senior quantitative analyst at Lacima Group responsible for pricing and modelling commodity derivatives. He holds an MBA from the University of Technology Sydney, and a MSc in Engineering from the Budapest University of Technology and Economics. Besides work Aron has many hobbies including windsurfing and sailing.
Lead manager
Ella Hoxha
Lead manager start date
21 May 2025
Lead fund manager biography
Ella is head of the fixed-income team and co-head of Real Return. Ella joined Newton in July 2023 and has 20 years’ experience in managing a variety of fixed-income portfolios. Ella was previously a senior investment manager at Pictet Asset Management on the global bonds team. Prior to that, Ella held senior investment management positions at Wellington Management and Invesco Asset Management. Ella was recognised as one of the 50 leading women in hedge funds for 2019 and is an active advocate of developing and nurturing diverse talent in the industry. Ella holds an Executive MBA from the University of Cambridge. She also holds a MSc in International Finance and a BA Hons degree in Business Finance. In addition, she is a CFA1 charterholder. Ella speaks five languages and is a qualified sommelier.
Head office
BNY Mellon Fund Managers Limited
The Bank of New York Mellon Centre
London
United Kingdom
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