Annual performance to quarter end (%)
|From||Sept 2016||Sept 2017||Sept 2018||Sept 2019||Sept 2020|
|To||Sept 2017||Sept 2018||Sept 2019||Sept 2020||Sept 2021|
|BNY Mellon Sustainable|
Real Return Fund
Source: Newton, as at 30 September 2021, Newton Institutional Shares 2 (Accumulation) share class (ISIN: GB00BD6DRH93). Fund performance calculated as total return including reinvested income net of UK tax and charges, based on net asset value. All figures are in GBP terms. The impact of an initial charge (currently not applied) can be material on the performance of your investment. Further information is available upon request.
The objective of the Fund is to achieve a rate of return in sterling terms that is equal to or above a minimum return from cash (1-month GBP LIBOR) + 4% per annum over five years before fees. In doing so, it aims to achieve a positive return on a rolling three-year basis (meaning a period of three years, no matter which day you start on). However, capital is in fact at risk and there is no guarantee that this will be achieved over that, or any, time period. The Fund will measure its performance before fees against 1-month GBP LIBOR +4% per annum over five years as a target benchmark (the ‘benchmark’).* LIBOR is the average inter-bank interest rate at which a large number of banks on the London money market are prepared to lend one another unsecured funds denominated in British pounds sterling. The Fund will use the benchmark as a target for the Fund’s performance to match or exceed because, in typical market conditions, it represents a target that will be equal to or greater than UK inflation rates over the same period and is commensurate with the investment manager’s approach. The Fund is actively managed, which means the investment manager has discretion over the selection of investments, subject to the investment objective and policies as disclosed in the Prospectus.
*On 1 October 2021, the Fund’s performance benchmark changed from 1-month GBP LIBOR +4% to SONIA (30-day compounded) +4%.
Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested. This Fund invests in international markets which means it is exposed to changes in currency rates which could affect the value of the Fund. Derivatives are highly sensitive to changes in the value of the asset from which their value is derived. A small movement in the value of the underlying asset can cause a large movement in the value of the derivative. This can increase the sizes of losses and gains, causing the value of your investment to fluctuate. When using derivatives, the Fund can lose significantly more than the amount it has invested in derivatives. Investments in bonds/money market securities are affected by interest rates and inflation trends which may negatively affect the value of the Fund. You should read the Prospectus and the Key Investor Information Document (KIID) for each fund in which you want to invest. The Prospectus and the KIID can be found on the strategy page.
This is a financial promotion. These opinions should not be construed as investment or any other advice and are subject to change. This video is for information purposes only. Any reference to a specific security, country or sector should not be construed as a recommendation to buy or sell investments in those securities, countries or sectors. Please note that portfolio holdings and positioning are subject to change without notice.
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Issued in the UK by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management Limited is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation.