FNW BNY Mellon Managed Growth S4-Life

Category GBP Allocation 80%+ Equity


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Last buy/sell price

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Fund Code

B3KN7Z3

GB00B3KN7Z36

Prices updated as at Invalid Date
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Prices in GBX

Investment objective
The Sub-Fund aims to achieve capital growth and income over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 75% of the portfolio in UK and international securities across a range of global asset classes including, without limitation, equities (company shares), fixed income (bonds, convertible bonds, contingent convertible bonds), infrastructure, renewable energy, property, commodities and near cash. The Sub-Fund does not have any restrictions on the portion of the portfolio allocated to any of these asset classes. Exposure to these asset classes will be achieved through investment in transferable securities, money market instruments, warrants and collective investment schemes (including but not limited to another Sub-Fund or Sub-Funds of the Company or other BNY Mellon funds).

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskLow
Morningstar rating
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5 - year
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 30 Nov 2024

1 year3 years
0.07-2.93
0.370.57
-2.06-0.97
41.3678.95
1.66-0.08
3.876.12
4.734.90


Important Information

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