BNY Mellon Sustainable Real Return Class W - Income (GBP)
Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
Matthew Brown and Philip Shucksmith have been the fund's lead managers since launch in April 2018. They're both experienced investors and have served on the Real Return team for well over a decade.
BNY Mellon's team-based investment process, however, is built on the foundation that the whole is greater than the sum of its parts. The BNY Mellon Sustainable Real Return Fund is managed with an investment approach that is heavily reliant upon the skills and experience of the wider Real Return investment team.
The team's built up a good track record over a long period of time with the BNY Mellon Real Return Fund, which has featured on the Wealth Shortlist (and formerly the Wealth 50 and 150) since December 2010. The team's experience and time-tested investment process give us confidence they can deliver good returns in a sustainable way with this fund, although there are no guarantees.
We think this fund could be a good option for a more defensive portfolio seeking steadier gains, and investors who wish to invest in responsible funds. It could also be a useful addition to more adventurous portfolios focused on shares, by giving exposure to other asset classes and adding some balance to returns.