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

£1.1698

arrow-up£0.002 (+0.17%)

Fund Code

BNYFA

BQH86S8

GB00BQH86S85

Prices updated as at 26 Mar 2026

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 performance (%)

Year	This fund	GBP Allocation 20-40% Equity
31 Dec 15 - 31 Dec 16	-	-
31 Dec 16 - 31 Dec 17	-	-
31 Dec 17 - 31 Dec 18	-	-
31 Dec 18 - 31 Dec 19	-	-
31 Dec 19 - 31 Dec 20	-	-
31 Dec 20 - 31 Dec 21	-	-
31 Dec 21 - 31 Dec 22	-	-
31 Dec 22 - 31 Dec 23	-	-
31 Dec 23 - 31 Dec 24	6.48	4.93
31 Dec 24 - 31 Dec 25	6.36	8.18

Trailing returns (%)

Year	This fund	GBP Allocation 20-40% Equity
1 Day	0.17	-0.02
1 Month	-2.25	-3.40
3 Months	0.34	-0.38
6 Months	2.41	1.93
1 Year	5.72	6.66
3 Years annualised	6.00	5.74
5 Years annualised	-	-

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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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