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    BNY Mellon Sustainable Global Real Return

    In Short

    NameBNY Mellon Sustainable Global Real Return
    Asset ClassMulti-Asset
    GeographyGlobal
    Theme/Sub-classFlexible Multi-Asset
    NordSIP CategoryAcrtive SRI
    Fund Profile
    Hållbarhetsprofilen
    Morningstar
    Structure UCITS
    ISINIE00BK0VJT49
    AvailabilityNordics
    ManagerTeam Approach

    Strategy description

    To achieve a total return in excess of a cash benchmark over an investment horizon of 3-5 years by investing in securities that demonstrate attractive investment attributes and are deemed to be sustainable. However, there is no guarantee that this will be achieved over that, or any, time period.

    SRI Highlights

    • [More information is underway]

     

     

     

     

     

    Exclusions

    International Norms

    Fossil fuel / Thermal coal

    All Weapons

    Tobacco

    Gambling

    Pornography

    Alcohol

     

    Disclaimer

    The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not guaranteed.

    Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds.

    Objective: To achieve a total return in excess of a cash benchmark (as described below) over an investment horizon of 3-5 years by investing in securities that demonstrate attractive investment attributes and are deemed to be sustainable. However, there is no guarantee that this will be achieved over that, or any, time period.
    Benchmark: The Fund will measure its performance against 1 Month EURIBOR + 4% per annum (the “Cash Benchmark”). The Cash Benchmark is used as a target against which to measure the performance of the Fund over 5 years before fees. However, a positive return is not guaranteed and a capital loss may occur. EURIBOR is the Euro Interbank Offer Rate and is a reference rate that is constructed from the average interest rate at which Eurozone banks offer unsecured short-term lending on the inter-bank market. The Fund is actively managed, which means the Investment Manager has discretion over the selection of investments, subject to the investment objective and policies disclosed in the Prospectus.
    •Performance Aim Risk: The performance aim is not a guarantee, may not be achieved and a capital loss may occur. Funds which have a higher performance aim generally take more risk to achieve this and so have a greater potential for returns to vary significantly.
    •Currency Risk: 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 Risk: 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.
    •Changes in Interest Rates & Inflation Risk: Investments in bonds/money market securities are affected by interest rates and inflation trends which may negatively affect the value of the Fund.
    •Credit Ratings and Unrated Securities Risk: Bonds with a low credit rating or unrated bonds have a greater risk of default. These investments may negatively affect the value of the Fund.
    •Credit Risk: The issuer of a security held by the Fund may not pay income or repay capital to the Fund when due.
    •Emerging Markets Risk: Emerging Markets have additional risks due to less-developed market practices.
    •New Fund Liquidity Risk: This Fund is not expected to hold investments which would be considered illiquid, however, while the Fund is being established, it is possible that the liquidity profile of the Fund may fluctuate.
    •China Interbank Bond Market and Bond Connect risk: The Fund may invest in China interbank bond market through connection between the related Mainland and Hong Kong financial infrastructure institutions. These may be subject to regulatory changes, settlement risk and quota limitations. An operational constraint such as a suspension in trading could negatively affect the Fund’s ability to achieve its investment objective.
    •CoCo’s Risk: Contingent Convertible Securities (CoCo’s) convert from debt to equity when the issuer’s capital drops below a pre-defined level. This may result in the security converting into equities at a discounted share price, the value of the security being written down, temporarily or permanently, and/or coupon payments ceasing or being deferred.
    •Sustainable Funds Risk: The Fund follows a sustainable investment approach, which may cause it to perform differently than funds that have a similar objective but which do not integrate sustainable investment criteria when selecting securities. The Fund will not engage in stock lending activities and, therefore, may forego any additional returns that may be produced through such activities.

    For Professional Clients only. Any views and opinions are those of the investment manager unless otherwise noted and is not investment advice. This is not investment research or a research recommendation for regulatory purposes.

    For further information visit the BNY Mellon Investment Management website. http://www.bnymellonim.com