BNY Mellon Sustainable Real Return Class W - Accumulation (GBP)





We've released a notification about this fund. View notification
Our view on this Fund
This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
A number of changes to the team managing this fund came into force on 21 May 2025. Nick Pope joined the team to manage the fund, and replaced Matthew Brown and Philip Shucksmith. He’ll also head up the selection of company shares for the BNY Mellon Real Return fund managed by the same team. At the same time, Ella Hoxha was appointed as Co-Lead Portfolio Manager for the Real Return team alongside existing Portfolio Manager Aron Pataki. Hoxha replaces previous Co-Lead Portfolio Manager Andy Warwick. A number of other analysts have also joined the team to help manage the funds.
Overall, there has been a significant amount of change within the team. In addition, while these managers have had some overlap at Newton in the past, they haven’t worked directly together to manage a fund. We typically view changes of fund manager with caution because we expect there to naturally be some evolution of how a fund is run once the new manager(s) are in place.
As a result, we’ve taken the decision to remove the fund from the Wealth Shortlist.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
This information is currently unavailable.
Fund Track Record
30/05/20 to 30/05/21 | 30/05/21 to 30/05/22 | 30/05/22 to 30/05/23 | 30/05/23 to 30/05/24 | 30/05/24 to 30/05/25 | |
---|---|---|---|---|---|
Annual return | 16.55% | -5.01% | -6.27% | 5.27% | 3.96% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
Information about the fund
