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

£1.2611

arrow-up£0.002 (+0.19%)

Fund Code

BNRWA

BD6DRD5

GB00BD6DRD55

Prices updated as at 27 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.

Annual charges

Product charges
	0.86
	0.16
	No
	0.10
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Fund Provider FactSheet	25 Nov 2024	pdf
Key Information Document / Technical Guide	16 Feb 2024	pdf
Annual Reports	30 Jun 2023	pdf
Annual Short Report	30 Jun 2023	pdf
Interim Short Report	30 Jun 2023	pdf

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Important Information

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BNY Mellon Sustainable Real Return Fund