BNY Mellon FutureLegacy 5 Fund Institutional Shares W GBP Income

Category GBP Allocation 40-60% Equity

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

Last buy/sell price

£1.1121

arrow-up£0.003 (+0.28%)

Fund Code

BNFWI

BQH88T3

GB00BQH88T33

Prices updated as at 29 Jan 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 5 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.

Annual charges

Product charges
	0.52
	0.18
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

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

Please note that service charges will also apply. Read more about our fees.

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.