Why multi-asset?
BNY Mellon Investment Management’s multi-asset range comprises strategies that help a range of investors achieve their goals, whether it’s individuals saving for and in retirement or institutions.
BNY Mellon Investment Management’s multi-asset range comprises strategies that help a range of investors achieve their goals, whether it’s individuals saving for and in retirement or institutions.
1
During volatile times when the traditional 60/40 portfolio model comes into question, diversification is essential to protect a client’s capital from the vagaries of markets and the global economy. BNY Mellon Investment Management’s multi-asset strategies place emphasis on protecting capital while sourcing income and growth by investing across different asset classes, geographies, companies and themes, rather than being exposed to a single source of risk.
2
BNY Mellon Investment Management’s multi-asset funds seek exposure to asset classes and underlying securities with inflation-linked revenue streams such as infrastructure, property and renewables, including esoteric areas like music royalties and battery storage. Picking companies with sustainable and growing dividends is also a key tenet of the multi-asset range.
3
The BNY Mellon Investment Management multi-asset funds are risk profiled, meaning they can be matched to a variety of client risk attitudes. As well as helping to manage volatility expectations, the funds target a variety of investment outcomes for a client, whether they are seeking income, growth, a balance of the two, or a cash-plus return.
Great multi-asset design needs to be robust enough to accommodate as many possible futures as practicable because, unless you have a valid claim to omniscience, it is irresponsible to build a portfolio that only works on one pathway
Euan Munro, Chief Executive Officer, Newton Investment Management
Newton offers a choice of multi-asset solutions to meet investors' unique mix of yield / risk appetite.
KEY INVESTMENT RISKS APPLICABLE TO ALL FUNDS
Risks applicable to BNY Mellon Multi-Asset Balanced Fund, BNY Mellon Multi-Asset Growth Fund, BNY Mellon Multi-Asset Moderate Fund, BNY Mellon Multi-Asset Income Fund, BNY Mellon Global Dynamic Bond Income Fund, BNY Mellon Multi-Asset Diversified Return Fund, BNY Mellon Global Dynamic Bond Fund, BNY Mellon Sustainable Global Dynamic Bond Fund, BNY Mellon FutureLegacy 3 Fund, BNY Mellon FutureLegacy 4 Fund, BNY Mellon FutureLegacy 5 Fund, BNY Mellon FutureLegacy 6 Fund and BNY Mellon FutureLegacy 7 Fund.
Objective/Performance Risk: There is no guarantee that the Fund will achieve its objectives.
Risks applicable to BNY Mellon Multi-Asset Diversified Return Fund, BNY Mellon Real Return Fund, BNY Mellon Sustainable Real Return Fund, BNY Mellon Global Dynamic Bond Fund and BNY Mellon Sustainable Global Dynamic Bond Fund
Risks applicable to BNY Mellon Multi-Asset Balanced Fund, BNY Mellon Multi-Asset Income Fund, BNY Mellon Global Dynamic Bond Income Fund, BNY Mellon Real Return Fund, BNY Mellon Sustainable Real Return Fund, BNY Mellon Global Dynamic Bond Fund and BNY Mellon Sustainable Global Dynamic Bond Fund
Risks applicable to BNY Mellon Multi-Asset Balanced Fund, BNY Mellon Multi-Asset Growth Fund, BNY Mellon Multi-Asset Moderate Fund, BNY Mellon Multi-Asset Income Fund, BNY Mellon Multi-Asset Diversified Return Fund, BNY Mellon Real Return Fund, BNY Mellon Sustainable Real Return Fund, BNY Mellon FutureLegacy 3 Fund, BNY Mellon FutureLegacy 4 Fund, BNY Mellon FutureLegacy 5 Fund, BNY Mellon FutureLegacy 6 Fund and BNY Mellon FutureLegacy 7 Fund
Risks applicable to BNY Mellon Multi-Asset Balanced Fund, BNY Mellon Multi-Asset Growth Fund, BNY Mellon Multi-Asset Moderate Fund, BNY Mellon Multi-Asset Income Fund, BNY Mellon Global Dynamic Bond Income Fund, BNY Mellon Multi-Asset Diversified Return Fund, BNY Mellon Real Return Fund, BNY Mellon Sustainable Real Return Fund, BNY Mellon Global Dynamic Bond Fund and BNY Mellon Sustainable Global Dynamic Bond Fund
Risks applicable to BNY Mellon Multi-Asset Income Fund, BNY Mellon Multi-Asset Diversified Return Fund,BNY Mellon Real Return Fund, BNY Mellon Sustainable Real Return Fund, BNY Mellon FutureLegacy 3 Fund, BNY Mellon FutureLegacy 4 Fund, BNY Mellon FutureLegacy 5 Fund, BNY Mellon FutureLegacy 6 Fund and BNY Mellon FutureLegacy 7 Fund
Risks applicable to BNY Mellon Multi-Asset Income Fund
Risks applicable to BNY Mellon Sustainable Real Return Fund, BNY Mellon Sustainable Global Dynamic Bond Fund, BNY Mellon FutureLegacy 3 Fund, BNY Mellon FutureLegacy 4 Fund, BNY Mellon FutureLegacy 5 Fund, BNY Mellon FutureLegacy 6 Fund and BNY Mellon FutureLegacy 7 Fund
Risks applicable to BNY Mellon Multi-Asset Moderate Fund, BNY Mellon FutureLegacy 3 Fund, BNY Mellon FutureLegacy 4 Fund, BNY Mellon FutureLegacy 5 Fund, BNY Mellon FutureLegacy 6 Fund and BNY Mellon FutureLegacy 7 Fund
Risk applicable to BNY Mellon Global Dynamic Bond Fund
Geographic Concentration Risk: Where the Fund invests significantly in a single market, this may have a material impact on the value of the Fund.
The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not guaranteed.
1 Source: BNY Mellon Investment Management and Newton, data as of 31 December 2023. Cash and others include currency hedging and commodities. Dynamic Planner Risk Ratings should not be used for making an investment decision and it does not constitute a recommendation or advice in the selection of a specific investment or class of investments.
Newton’s foundation in multi-asset investing began in 1978 with the UK Institutional Balanced strategy, a global balanced portfolio of equities and fixed interest securities, being managed since the formation of the company. Underpinning the Newton approach are three key strengths:
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1 Newton’s global AUM is adjusted lower to factor in any double counting of affiliate fund or fund-of-fund assets which can occur when a Newton multi-asset strategy invests in a BNY Mellon fund, that is sub-advised by Newton. At end December 2023, total assets invested by Newton multi-asset strategies on this basis was £2.6bn. To avoid double counting we extract these assets from Newton’s global AUM, which results in a total global AUM of £83.9bn for Newton. Mixed Assets and Charities team assets of £11.5bn includes £1.6bn of this form of double-counted assets. Multi-Asset Solutions team assets of £14.0bn includes £1.1bn of this form of double-counted assets.
Assets under management (AUM) relates to the combined assets managed by the Newton Investment Management group. From 1 September 2021, Newton group of companies includes Newton Investment Management Limited (NIM) and Newton Investment Management North America LLC (NIMNA).
Newton Research Team:
All the portfolio management teams are supported by the Newton Multidimensional Research Team which consists of 63 investment professionals as at 31 December 2023 (some of whom combine research and portfolio management roles). The research platform blends thematic, fundamental, macroeconomic, geopolitical, regional, quantitative, accounting, private markets and investigative research that takes material ESG risks, opportunities and issues into account (where relevant) to give Newton Investment Management the widest perspective on the investment landscape.
DOC ID: 1650800 Expiry 30 June 2024