BNY TAM Multi Asset funds

Our funds designed for Advisors

Compelling Alternative to MPS
This trio of unitised multi asset funds provides an excellent alternative to traditional MPS investing which is not always appropriate for all client types. Examples include CGT impaired assets, smaller portfolio sizes, offshore bonds, even as an effective diversifier within existing MPS models to reduce fees & volatility.

Aligned with Current Model Portfolios
The funds take their portfolio construction pedigree from TAM’s 16 year track record of MPS investing experience, to deliver a similar investment style via a unitised investment solution.

Aligned with Adviser ATR
Offered in 3 risk-graded, multi asset, Fund-of-Fund solutions (Cautious 30% equity, Balanced 60% equity, Adventurous 90% equity).

Competitive Costs for Clients
A cost-effective set of fund solutions with an asset allocation invested into some of the best and most cost effective active and passively managed funds on offer in the market today. The funds aim to target a total OCF of 0.45% to the end investor.

The BNY TAM Funds

BNY TAM Cautious Fund

BNY TAM INSTITUTIONAL SHARES W (ACCUMULATION) (ISIN: GB00BTQM0Y65)
A sub-fund of BNY Mellon Investment Funds. This Fund is managed by BNY Mellon Fund Managers Limited

INVETMENT OBJECTIVE

To achieve capital growth and income, net of fees, over a typical market cycle (5 years or more), by investing in a diversified portfolio of collective investment schemes.

PERFORMANCE BENCHMARK

The Fund is actively managed without benchmark related constraints. The Fund uses a composite index, comprising 30% Bloomberg Developed Market Large & Mid Cap Net Return Index GBP and 70% Bloomberg Global-Aggregate Total Return Index Hedged GBP as a point of reference (comparator) against which the ACD invites Shareholders to compare the Fund's performance. The ACD considers the composite index to be an appropriate comparator because it broadly represents the levels of equity and bond exposure of the Fund.
View the BNY TAM Cautious Fund Factsheet

A sub-fund of BNY Mellon Investment Funds. This Fund is owned and operated by BNY Mellon Fund Managers Limited with Newton listed as the fund manager. TAM Asset Management’s role, as the sub advisor, is to bring its investment expertise into the research and the tactical asset allocation management of the funds short- and long-term investment direction.

BNY TAM Balanced Fund

INSTITUTIONAL SHARES W (ACCUMULATION) SHARE CLASS DETAILS - ISIN: GB00BTQM0R98
A sub-fund of BNY Mellon Investment Funds. This Fund is managed by BNY Mellon Fund Managers Limited.

INVETMENT OBJECTIVE

To achieve capital growth and income, net of fees, over a typical market cycle (5 years or more), by investing in a diversified portfolio of collective investment schemes.

PERFORMANCE BENCHMARK

The Fund is actively managed without benchmark related constraints. The Fund uses a composite index, comprising 60% Bloomberg Developed Market Large & Mid Cap Net Return Index GBP and 40% Bloomberg Global-Aggregate Total Return Index Hedged GBP as a point of reference (comparator) against which the ACD invites Shareholders to compare the Fund's performance. The ACD considers the composite index to be an appropriate comparator because it broadly represents the levels of equity and bond exposure of the Fund.
View the BNY TAM Balanced Fund Factsheet

A sub-fund of BNY Mellon Investment Funds. This Fund is owned and operated by BNY Mellon Fund Managers Limited with Newton listed as the fund manager. TAM Asset Management’s role, as the sub advisor, is to bring its investment expertise into the research and the tactical asset allocation management of the funds short- and long-term investment direction.

BNY TAM Adventurous Fund

INSTITUTIONAL SHARES W (ACCUMULATION) SHARE CLASS DETAILS - ISIN: GB00BTQM0K20
A sub-fund of BNY Mellon Investment Funds. This Fund is managed by BNY Mellon Fund Managers Limited.

INVETMENT OBJECTIVE

To achieve capital growth and income, net of fees, over a typical market cycle (5 years or more), by investing in a
diversified portfolio of collective investment schemes.

PERFORMANCE BENCHMARK

The Fund is actively managed without benchmark related constraints. The Fund uses a composite index, comprising 90% Bloomberg Developed Market Large & Mid Cap Net Return Index GBP and 10% Bloomberg Global-Aggregate Total Return Index Hedged GBP as a point of reference (comparator) against which the ACD invites Shareholders to compare the Fund's performance. The ACD considers the composite index to be an appropriate comparator because it broadly represents the levels of equity and bond exposure of the Fund.
View the BNY TAM Adventurous Fund Factsheet

A sub-fund of BNY Mellon Investment Funds. This Fund is owned and operated by BNY Mellon Fund Managers Limited with Newton listed as the fund manager. TAM Asset Management’s role, as the sub advisor, is to bring its investment expertise into the research and the tactical asset allocation management of the funds short- and long-term investment direction.