Discover the BNY Mellon Sustainable Global Dynamic Bond Fund

Investing with purpose in sustainable bonds

The BNY Mellon Sustainable Global Dynamic Bond Fund is an actively managed, global fixed-income portfolio with an absolute-return performance benchmark. The Fund is managed to seek a minimum return of cash (1 month EURIBOR) + 2% per annum over 5 years before fees. The Fund seeks to achieve returns for investors through a highly dynamic, unconstrained approach to investment across the global fixed income spectrum, with an emphasis on responsible investments and sustainability. However, a positive return is not guaranteed and a capital loss may occur.

The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not guaranteed.

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

Why Invest?

A strong focus on sustainable investment: 

The BNY Mellon Sustainable Global Dynamic Bond Fund is a fixed-income strategy with a dynamic, absolute-return approach, investing in securities that demonstrate attractive investment attributes and sustainable business practices

  • Embedding environmental, social and governance (ESG) analysis to look beyond the financial statements
  • Investing in sustainable sovereign bonds, and bonds of companies that positively manage the material impacts of their operations and products on the environment and society.

Environmental, Social and Governance (ESG) Investment Approach Risk: This Fund can be considered to follow an ESG investment approach or incorporate elements of an ESG investment approach, which may cause it to perform differently than other funds that have a similar objective but which do not integrate an ESG investment approach (or elements thereof) when selecting securities. In addition, in following an ESG investment approach, the Fund is dependent upon information and data from third parties (which may include providers for research reports, screenings, ratings and/or analysis such as index providers and consultants). Such information or data may be incomplete, inaccurate or inconsistent.

Credit Ratings and Unrated Securities Risk: Bonds with a low credit rating or unrated bonds have a greater risk of default. These investments may negatively affect the value of the Fund.

Credit Risk: The issuer of a security held by the Fund may not pay income or repay capital to the Fund when due.

Unconstrained and flexible: The investment team has the flexibility to invest wherever opportunities exist across the global fixed-income spectrum. This is key to position the portfolio appropriately for changing market conditions and making the strategy a potential “one-stop shop” solution for investors.

The Fund focuses on a core of the below four global fixed income asset classes in order to take advantage of different market environments. The Fund can invest up to 50% in any one of those:

  • Government Bonds
  • Emerging Market Sovereign Bonds
  • Investment Grade Corporate Bonds
  • High Yield Corporate Bonds

As market conditions change, allocation to each of the core asset classes will shift, with periods of uncertainty being hedged through stabilising assets and other investment tools.

Changes in Interest Rates & Inflation Risk: Investments in bonds/ money market securities are affected by interest rates and inflation trends which may negatively affect the value of the Fund.

Emerging Markets Risk: Emerging Markets have additional risks due to less-developed market practices.

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

Investment process

The strategy’s investment process starts with the strategic thematic framework that characterises Newton’s investment approach. The process is a combination of top-down and bottom-up elements with global themes providing a long-term orientation to our fixed-income strategy and a stimulus for debate and research, thereby steering both Newton’s ‘top-down’ view of the world’s bond and currency markets and its ‘bottom-up’ security-selection process.

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

Sustainable investment approach:

  • In-depth ESG analysis of all corporate and sovereign bond candidates
  • Focus on identifying ESG leaders and improvers
  • Red lines:
    • Companies that violate UN Global Compact
    • Issuers incompatible with the 2 degree world
    • Tobacco
  • Invest only in ‘allowed’ countries as per proprietary sovereign matrix
  • Responsible investment team veto on all securities

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

Meet the team

The Fund is managed by Newton’s specialist fixed-income team, which has over 19 year’s investment experience and a leadership team that has worked together for many years.

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

howard-cunningham
Howard Cunnigham

Portfolio Manager, Fixed Income

scott-freedman
Scott Freedman

Analyst and Portfolio Manager, Fixed Income

Paul Brain

Investment Leader, Fixed Income

martin-chambers
Martin Chambers

Credit Analyst, Fixed Income

Ian Burger

Head of Responsible Investment

doyle-catherine
Catherine Doyle

Investment specialist

Resources

No data was found

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

For a full list of risks applicable to this fund, please refer to the Prospectus or other offering documents. Please refer to the prospectus, and the KIID before making any investment decisions. Documents are available in English and an official language of the jurisdictions in which the Fund is registered for public sale. Go to fund-centre.

Benchmark: The Fund will measure its performance against 1 month EURIBOR + 2% per annum (the “Cash Benchmark”). The Cash Benchmark is used as a target against which to measure the performance of the Fund over 5 years before fees.
EURIBOR is the Euro Interbank Offer Rate and is a reference rate that is constructed from the average interest rate at which Eurozone banks offer unsecured short-term lending on the inter-bank market.
The Fund is actively managed, which means the Investment Manager has discretion over the selection of investments, subject to the investment objective and policies disclosed in the Prospectus.

Important information

Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds.

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