BNY Mellon FutureLegacy 3 Fund Institutional Shares W GBP Accumulation

Category GBP Allocation 20-40% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.0902

arrow-down£-0.001 (-0.12%)

Fund Code

BNYFA

BQH86S8

GB00BQH86S85

Prices updated as at 26 Sep 2024

Prices in GBP

Investment objective

The Sub-Fund aims to achieve capital growth and potential for income over the long term (5 years or more) while being managed to a pre-defined level of risk. The Sub-Fund will aim to maintain a risk profile classification of 3 from a scale of 1 (lowest) to 10 (highest) which is assessed against the risk ratings scale provided by an external third party risk rating agency. To achieve its investment objective, the Sub-Fund will invest in a portfolio of UK and international securities across a broad 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
	0.52
	0.25
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

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

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