BNY TAM Multi Asset funds


Multi-asset strategies place emphasis on protecting capital while sourcing income and growth by investing across different asset classes

BNY Mellon Investment Funds is an open-ended investment company with variable capital, and is a UK Undertakings Collective Investment in Transferable Securities (UK UCITS) scheme for the purpose of Chapter 5 of the COLL Sourcebook.

The 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

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.

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.

BNY TAM Balanced Fund

INVESTMENT 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.

BNY TAM Adventurous Fund

INVESTMENT 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.