BNY Mellon FutureLegacy 3 Fund Institutional Shares W GBP Income
Category GBP Allocation 20-40% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.0347
£0.001 (+0.10%)
Fund Code
BNYFI
BQH8893
GB00BQH88939
Prices updated as at 28 Mar 2025
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
, SDR Consumer facing disclosure, 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
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Bhavin Shah, Martin Chambers |
| 1.05 | |
| 1.01 | |
| Fund comparative index | MSCI ACWI NR GBP |
| Volatility Managed | |
| - | |
| 0.52 | |
| 0.22 | |
| 0.00 | |
| GBP Allocation 20-40% Equity | |
| No | |
| Fund provider | BNY Mellon Fund Managers Limited |
| Share class launch date | 07 Feb 2023 |
| £24.36m | |
| - | |
| 3.33 | |
| - | |
| Quarterly |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
