BNY Mellon Investment Funds - Newton Real Return Fund A Sterling Income

Category GBP Flexible Allocation


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Last buy/sell price

120.53p

arrow-up0.10p (+0.08%)

Fund Code

0164263

GB0001642635

Prices updated as at 29 Apr 2025
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Prices in GBX

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.

Annual charges

Product charges
1.62
0.22
No
-
-
-
Minimum investment-

Documents

Document nameDate postedDownload
Fund Provider FactSheet 16 Apr 2025pdf
Key Information Document / Technical Guide 10 Feb 2025pdf
Interim Report 31 Dec 2024pdf
Annual Report 30 Jun 2024pdf
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