BNY Mellon Sustainable Real Return Fund

The strategy is looking to deliver good upside and downside protection, to deliver positive outcomes for investors.

It uses a mix of return seeking assets (equities, equity synthetic exposure, corporate bonds, EM debt and alternatives), and stabilising and hedging assets (cash, derivative instruments, government bonds, index linked and precious metals).

They take an active approach to multi asset allocation, moving across the different areas of return. They see 2022 as a more volatile year with risks coming across different areas – inflation, omicron, central bank tightening and geopolitical tensions. To counter this, they are using more defensive assets, meaning the equity exposure has come down from 68% to 55%… more

Fund Facts Morningstar


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