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 performance (%)

Year	This fund	GBP Flexible Allocation
30 Sep 13 - 30 Sep 14	-	-
30 Sep 14 - 30 Sep 15	-	-
30 Sep 15 - 30 Sep 16	-	-
30 Sep 16 - 30 Sep 17	-	-
30 Sep 17 - 30 Sep 18	-	-
30 Sep 18 - 30 Sep 19	8.48	1.90
30 Sep 19 - 30 Sep 20	4.85	-0.54
30 Sep 20 - 30 Sep 21	9.32	13.66
30 Sep 21 - 30 Sep 22	-9.99	-11.44
30 Sep 22 - 30 Sep 23	-2.34	2.40
30 Sep 23 - 30 Sep 24	10.38	12.53

Trailing returns (%)

Year	This fund	GBP Flexible Allocation
1 Day	0.14	-0.01
1 Month	0.78	0.94
3 Months	1.44	1.92
6 Months	2.83	3.75
1 Year	9.22	11.70
3 Years annualised	-1.96	1.13
5 Years annualised	2.26	3.36

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.

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BNY Mellon Sustainable Real Return Fund