Strategy profile
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Objective
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The strategy seeks to outperform the FTSE All-Share index by more than 2% per annum over rolling 5-year periods, by achieving income and capital growth from a portfolio comprised predominantly of UK securities. The strategy is designed to yield at least 110% of the FTSE All-Share Index yield over a rolling 3-year period.1
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Performance benchmark
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FTSE All-Share2
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Typical number of equity holdings
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30 to 50
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Strategy inception
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Composite inception: 1 January 1996
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Strategy available through pooled UK vehicle
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BNY Mellon UK Income Fund
View fund performance
View Key Investor Information Document
View prospectus -
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1 The target stated is for indicative purposes only and may be changed without notice. Targeted return is generally aspirational in nature, is not based on criteria and assumptions, and is not a guarantee of future returns.
2 The FTSE All-Share index is used as a comparator for this strategy. The strategy does not aim to replicate either the composition or the performance of the performance benchmark.
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.