Discover the BNY Mellon Sustainable Global Real Return Fund

Balancing participation with capital preservation while focusing on sustainability

The BNY Mellon Sustainable Global Real Return Fund has an absolute-return style performance aim, while seeking to preserve capital, through security selection, diversification and simple hedging strategies.

The Fund invests in well-run businesses that have both durable financial and competitive positions and manage positively the material impacts of their operations on the environment and society. The Fund will not invest in tobacco companies, violators of the UN Global Compact or companies Newton deems to be incompatible with the 2° world. Additionally, Newton’s responsible investment team has the power to veto securities of issuers with material unresolvable environmental, social or governance (ESG) issues.

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

Performance Aim Risk: The performance aim is not a guarantee, may not be achieved and a capital loss may occur. Funds which have a higher performance aim generally take more risk to achieve this and so have a greater potential for returns to vary significantly.

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.

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

Why Invest?

Unconstrained Sustainable investment approach: 

The Fund is structured around a stable ‘core’ of return seeking assets with capacity to generate capital and income, complemented by a stabilising layer of other assets to hedge perceived risks and dampen volatility. The Fund does not borrow in order to leverage returns, or sell stocks short.

Currency Risk: This Fund invests in international markets which
means it is exposed to changes in currency rates which could affect the value of the Fund.

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

Strong investment pedigree and disciplined multi-asset approach:

Bold security selection within a thematic framework based on deep research across asset classes with purposeful stewardship. This features at its heart:

Newton's mosaic approach to security selection

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  • Themes: Identifying drivers of change, providing a framework for idea generation.
  • Fundamentals: Business and financial risks and competitive landscape.
  • ESG: Integrated assessment of financially material ESG risks and opportunities.
  • Valuation: Seeking to invest in strong businesses at the right price.

Portfolio attributes - four areas of focus

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The Fund seeks to support financially successful entities which are:

  • Solution providers – Structural growth from providing solutions to environmental or social challenges.
  • Balance stakeholders – Manage well social and environmental factors to generate sustainable returns.
  • Transition – Recognise issues and are adapting their business models to reverse harm.
  • Not involved in market failures – The Fund actively omits companies that are involved in areas of high social cost, environmental degradation, or which are violators of the UN Global Compact Principles.

Sustainable red lines:

The Fund endeavours to make make no investment in security issuers that:

  • Breach the UN Global Compact
  • Are incompatible with a 2°C world
  • Are deemed to have material ESG risks which are likely to negatively affect future performance and are associated with significant social or environmental harm
  • Seeks to avoid investing in companies that participate in specific areas of activity that Newton deems to be harmful from an environmental and/or social perspective.

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

Meet the team

The Fund is managed by an experienced team with a wide range of backgrounds, with an average of 20 years investment experience and 14 years at Newton.

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

philip-shucksmith
Philip Shucksmith

Fund Manager

lars-middleton
Lars Middleton

Fund Manager

matthew-brown
Matthew Brown

Fund Manager

pataki-aron
Aron Pataki

Fund Manager

Burger-Ian image
Ian Burger

Head of Responsible Investment

doyle-catherine
Catherine Doyle

Investment Specialist

Resources

Achieving real-world outcomes

Newton’s global head of sustainable investment Therese Niklasson explains why it is vital for investments to make a real-world impact.

Investments,Newton,Sustainable Investment

Growing appetite for plant solutions

Newton responsible investment analyst Rebecca White looks at how the plant-based revolution is creating new avenues for investing.

Future Foods,Plant-Based Proteins,Responsible Investment

$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 + 4% 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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