BNY Mellon FutureLegacy 3 Fund Institutional Shares W GBP Accumulation

Category GBP Allocation 20-40% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.1647

arrow-up£0.003 (+0.25%)

Fund Code

BNYFA

BQH86S8

GB00BQH86S85

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The Sub-Fund aims to achieve capital growth and potential for income over the long term (5 years or more) while being managed to a pre-defined level of risk. The Sub-Fund will aim to maintain a risk profile classification of 3 from a scale of 1 (lowest) to 10 (highest) which is assessed against the risk ratings scale provided by an external third party risk rating agency. To achieve its investment objective, the Sub-Fund will invest in a portfolio of UK and international securities across a broad range of asset classes.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, 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
	0.52
	0.19
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
SDR Consumer facing disclosure	30 Sep 2025	pdf
Key Information Document / Technical Guide	11 Aug 2025	pdf
Annual Report	30 Jun 2025	pdf
Interim Report	31 Dec 2024	pdf

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Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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