BNY Mellon FutureLegacy 3

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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.

Company name

BNY Mellon Fund Managers Limited

Fund launch date

07 Feb 2023

Domicile

United Kingdom

UCITS

Yes

Lead manager

Bhavin Shah

Lead manager start date

31 Mar 2023

Lead fund manager biography

Bhavin joined Newton in June 2011 as a portfolio manager in the mixed assets investment team. Prior to joining Newton, he worked at SG Hambros for seven years where he was responsible for managing client portfolios focused on absolute return and multi-asset strategies. Bhavin is co-lead manager on a numerous multi-asset accounts at Newton. In addition to portfolio management responsibilities, Bhavin is a member of the Investment Risk Oversight Group and is a co-lead of our ‘net effects’ thematic group, which focuses on digitalisation trends. Bhavin holds an MSc in Mathematics with distinction and is a CFA charterholder.

Lead manager

Martin Chambers

Lead manager start date

31 Mar 2023

Lead fund manager biography

Martin Chambers is a credit research and derivatives analyst, specialising in global investment grade and high-yield bonds across several sectors including financials and utilities. Martin is also part of the team responsible for the management of the Newton Sustainable Global Dynamic Bond strategy. Martin joined Newton in 2010, prior to which he worked at Deloitte, where he qualified as a chartered accountant (ACA) focusing on the insurance and investment management industries. Outside of work, Martin enjoys spending time with his young family and is a keen skier.

Head office

BNY Mellon Fund Managers Limited

The Bank of New York Mellon Centre

London

United Kingdom

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