0P00019IQQ.L - BNY Mellon Investment Funds - Newton Real Return Fund Exempt L Shares1 Income

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)

BNY Mellon Investment Funds - Newton Real Return Fund Exempt L Shares1 Income

160 Queen Victoria Street

The Bank of New York Mellon Centre

BNY Mellon Fund Managers Limited

Management Information

,Lead Manager since February 1, 2019

Aron is a global portfolio manager and risk strategist for the Real Return portfolios, with a particular focus on the use of derivatives and hedging. Together with Suzanne Hutchins and Andy Warwick, Aron is responsible for the final capital allocation decisions on the strategy. Aron joined Newton in 2006 as a member of the portfolio analytics team, where he was responsible for risk analysis and portfolio construction across Newton’s institutional and retail portfolios. Previously, he worked as a quantitative analyst at Lacima Group.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A

Fund FamilyBNY Mellon Fund Managers Limited

Net Assets3.73B

YTD Return0.88%

Yield2.14%

Morningstar Rating★★★★

Inception DateJan 8, 2015

Fund Operations

Last DividendN/A

Last Cap GainN/A

Holdings Turnover42.00%

Average for CategoryN/A

Fees & Expenses

Expense0P00019IQQ.LCategory Average

Annual Report Expense Ratio (net)0.00%N/A

Prospectus Net Expense Ratio0.00%N/A

Prospectus Gross Expense Ratio0.00%N/A

Max 12b1 FeeN/AN/A

Max Front End Sales LoadN/AN/A

Max Deferred Sales LoadN/AN/A

3 Yr Expense Projection0N/A

5 Yr Expense Projection0N/A

10 Yr Expense Projection0N/A