Strategy profile
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Objective
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The strategy seeks to deliver a total return of SONIA (30-day compounded) +3% p.a. over rolling 5-year periods from a globally diversified portfolio. In doing so, the strategy aims to achieve a positive return on a rolling 3-year basis. However, a positive return is not guaranteed and a capital loss may occur.
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Performance benchmark
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SONIA (30-day compounded) +3%*
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Typical number of holdings
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Minimum of 120
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Volatility
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Expected to be between that of bonds and equities over the long term
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Strategy inception
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Composite inception: 1 May 2003
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Strategy available through pooled UK vehicle
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BNY Mellon Multi-Asset Diversified Return Fund
View fund performance
View Key Investor Information Document
View prospectus -
- * Please note that on 1 October 2021, the performance benchmark for this strategy changed from 1-month GBP LIBOR +3% to SONIA (30-day compounded) +3%.
Investment team
The strategy is managed by an experienced team with a wide range of backgrounds. In-house research analysts are at the core of our investment process, and our multidimensional research capabilities help to promote better-informed investment decisions.
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.