BNY Mellon Investment Funds - Newton Sustainable Real Return Fund Institutional Shares W Acc
Category GBP Flexible Allocation
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.2486
£-0.004 (-0.32%)
Fund Code
BNRWA
BD6DRD5
GB00BD6DRD55
Prices updated as at 12 Nov 2024
Prices in GBP
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 will invest predominantly, meaning at least 75%, in a portfolio of UK and international securities across a broad diversified range of asset classes.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual charges
Product charges | |
---|---|
0.86 | |
0.16 | |
No | |
0.10 | |
0.00 | |
0.00 | |
Minimum investment | 25.00 |
Please note that service charges will also apply. Read more about our fees.