BNY Mellon FutureLegacy 3 Fund Institutional Shares W GBP Income

Category GBP Allocation 20-40% Equity

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

Last buy/sell price

£1.064

arrow-up£0.003 (+0.24%)

Fund Code

BNYFI

BQH8893

GB00BQH88939

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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Bhavin Shah, Martin Chambers, Paul Byrne
	1.07
	0.99
Fund comparative index	IA Mixed Invest 0 - 35% Shares
	Volatility Managed
	-
	0.52
	0.19
	0.00
	GBP Allocation 20-40% Equity
	No
Fund provider	BNY Mellon Fund Managers Limited
Share class launch date	07 Feb 2023
	£26.19m
	-
	3.32
	-
	Quarterly

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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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