BNY Mellon Investment Funds - Newton Sustainable Real Return Fund Institutional Shares W Income
Category GBP Flexible Allocation
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
106.46p
-0.09p (-0.08%)
Fund Code
BNRWI
BD6DRF7
GB00BD6DRF79
Prices updated as at 08 Jan 2025
Prices in GBX
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
Company name
BNY Mellon Fund Managers Limited
Fund launch date
24 Apr 2018
Domicile
United Kingdom
UCITS
Yes
Lead manager
Phil Shucksmith
Lead manager start date
24 Apr 2018
Lead fund manager biography
Philip is a global portfolio manager with a focus on sustainable investment and responsibility for the Newton Sustainable Real Return strategy.
Philip works as part of the Real Return team, collaborating closely with Newton’s analysts to find investment ideas that bring a differentiated return profile to the portfolio and benefit from a strong thematic tailwind. Philip works closely with the responsible investment team on engagement with the companies we are invested in and leverages those interactions to help steer sustainable investment idea generation for the portfolio.
Philip joined the Real Return team in 2008, is a CFA1 charterholder, and is a co-lead manager of the Newton Sustainable Real Return strategy.
Outside of work, Phillip enjoys racing mountain bikes.
Lead manager
Matthew Brown
Lead manager start date
02 Jul 2018
Lead fund manager biography
Matthew Brown develops and operates all portfolio management, risk management and trade execution software for MSR. He collaborates with Mr. Rulle on the development of the Quantitative Directional Trading Program, and builds all systems under the strict discipline of the firm’s philosophy regarding statistical testing and the scientific method. Mr. Brown has over 20 years of experience in the financial industry. He developed trading systems for fixed income arbitrage while working with Mr. Rulle at Graham Capital Management. Prior to Graham, Mr. Brown managed a fixed income arbitrage team at hedge fund Hamilton Partners, and answered to Mr. Rulle there as well. Prior to teaming up with Mr. Rulle for the first time, Mr. Brown was the Chief Trader at Banco Central Hispano, USA.
Head office
BNY Mellon Fund Managers Limited
The Bank of New York Mellon Centre
London
United Kingdom
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