BNY Mellon Investment Management expands sustainable fund range with Sustainable Global Real Return Fund

BNY Mellon Investment Management announces the launch of the BNY Mellon Sustainable Global Real Return Fund. The Fund is a sustainable version of Newton’s existing Global Real Return strategy

Investor Relations Manager at RankiaPro

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BNY Mellon Investment Management, one of the world’s largest asset managers with €1.7 trillion in assets under management, today announces the launch of the BNY Mellon Sustainable Global Real Return Fund (EUR) (the Fund), a sub-fund of BNY Mellon Global Funds, plc. Newton Investment Management (Newton), an investment firm of BNY Mellon Investment Management, has been appointed as the investment manager for the Fund. The Fund is the latest Ireland-domiciled fund in the BNY Mellon Global Funds plc range, registered for sale to European institutional, intermediary and retail investors. Managed by Newton’s Global Real Return team, the Fund is a sustainable version of Newton’s existing Global Real Return strategy. It is actively managed, with a total-return style, structured around a stable core of predominantly traditional return-seeking assets, and an insulating layer of risk-offsetting positions which aim to dampen volatility.

The Fund will invest in traditional asset classes including equities, corporate bonds, government bonds, cash and derivatives, and may gain access to other assets such as commodities through tradable securities, whilst adhering to Newton’s strict sustainability criteria. The Fund aims to achieve a total return in excess of a cash benchmark of 1-month EURIBOR (Euro
Interbank Offered Rate) +4% per annum over 5 years before fees.

“Newton has been evolving its approach to sustainable and responsible investment since its founding in 1978. The BNY Mellon Sustainable Global Real Return Fund (EUR) aims to give clients exposure to all asset classes on a risk-adjusted basis, whilst meeting the ever-increasing investor demand for more products that are sustainable in focus.”

Sasha Evers, General Director of BNY Mellon IM for Iberia and Latinamerica

“Taking into consideration all global macroeconomic and geopolitical factors, it is prudent to provide a strategy that aims to protect investors from foreseen risk whilst simultaneously seeking to capitalise on opportunities that have arisen in the midst of this uncertainty. We believe the return of volatility in markets is creating opportunities for actively managed multi-asset strategies like this. Topics such as climate change have risen up the agenda and there has been a particular global focus
on environmental and sustainability issues and their impact on investments. The Fund will invest in well-run businesses that have both durable financial and competitive positions and manage positively the material impacts of their operations and products on the environment and society. It will also see and support companies that are making a positive transition to more sustainable activities.”

Suzanne Hutchins, co-manager of BNY Mellon Sustainable Global Real Return Fund

Newton Investment Management manages €5.6bn across seven sustainable strategies globally: Sustainable Global Dynamic Bond, Sustainable Global Equity, Sustainable Global Equity Income, Sustainable Real Return, Sustainable US Equity, Sustainable Sterling Bond, and Sustainable Balanced.

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BNY Mellon Investment Management expands sustainable fund range with Sustainable Global Real Return Fund