BNY Mellon Sustainable Real Return
Class W - Accumulation (GBP)
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Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
Matthew Brown and Philip Shucksmith have been the fund's lead managers since launch in April 2018. They're both experienced investors and have served on the Real Return team for well over a decade.
BNY Mellon's team-based investment process, however, is built on the foundation that the whole is greater than the sum of its parts. The BNY Mellon Sustainable Real Return Fund is managed with an investment approach that is heavily reliant upon the skills and experience of the wider Real Return investment team.
The team's built up a good track record over a long period of time with another fund that's managed in a similar way to this one, albeit with less emphasis on sustainability. Their experience and time-tested investment process gives us confidence they can deliver good returns in a sustainable way with this fund, although there are no guarantees.
We think this fund could be a good option for a more defensive portfolio seeking steadier gains, and be a good addition to a responsible portfolio. It could also provide useful diversification to more adventurous portfolios focused on share-based investments, by giving exposure to other asset classes and adding some balance to returns.
Please note the fund's charges can be taken from capital. This increases the yield, but reduces the potential for capital growth.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
This information is currently unavailable.
Fund Track Record
16/08/19 to 16/08/20 | 16/08/20 to 16/08/21 | 16/08/21 to 16/08/22 | 16/08/22 to 16/08/23 | 16/08/23 to 16/08/24 | |
---|---|---|---|---|---|
Annual return | 5.06% | 10.98% | -5.79% | -8.70% | 9.97% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
Information about the fund
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