Responsible Horizons UK Corporate Bond Fund

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BNY Mellon Responsible Horizons UK Corporate Bond Fund Institutional W Accumulation

Category GBP Corporate Bond

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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.4936

arrow-down£-0.001 (-0.07%)

Fund Code

NWCBA

B8KDLX4

GB00B8KDLX41

Prices updated as at 03 Apr 2025
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Prices in GBP

Investment objective
The Sub-Fund seeks to generate a return through a combination of income and capital returns, whilst taking environmental, social and governance (“ESG”) factors into account. To achieve its investment objective, the Sub-Fund will typically invest at least 80% of its assets directly or indirectly in sterling denominated (or hedged back to sterling) investment grade corporate bond securities and asset backed securities. Investment may be in both fixed and variable rate debt instruments. When making investment decisions, in relation to the Sub-Fund’s direct investments in corporate issuers, the Investment Manager will formally take environmental, social and governance (“ESG”) factors into account and will assess the overall suitability of an issuer based on an ESG rating, using its proprietary rating methodology.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearAbove AverageAbove Average
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5 - yearAbove AverageAbove Average
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10 - yearAbove AverageAbove Average
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OverallAbove AverageAbove Average
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  • 1
  • 2
  • 3
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  • 5
  • 6
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Potentially lower returns
Potentially higher returns

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

Risk measures as of 31 Mar 2025

Ratios1 year3 years5 years
1.171.831.76
0.760.920.91
1.571.161.17
96.3396.7496.94
-0.40-0.28-0.06
3.6610.048.90
1.342.001.76


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
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