• Home
  • News
    • People moves
    • Africa
    • Asia
    • Australia
    • Canada
    • Caribbean
    • Domicile
    • Europe
    • Latin America
    • North America
    • Middle East
    • US
    • US
    • UK
  • Products
    • Funds
    • Pensions
    • Platforms
    • Insurance
    • Investments
    • Private Banking
    • Citizenship
    • Taxation
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Directory
  • Video
  • Advertise with us
  • Directory
  • Events
  • European Fund Selector
  • Newsletters
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
  • Advertise with us
  • Directory
  • Events
    • Upcoming events
      event logo
      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-25 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
      • Online, Online
      View all events
  • European Fund Selector
International Investment
International Investment

Sponsored by

Sharing Alpha
  • Home
  • News
  • Products
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Video
  • Thematic

BNY Mellon unveils sustainable global real return fund

BNY Mellon unveils sustainable global real return fund
  • Ridhima Sharma
  • Ridhima Sharma
  • @ridhi02
  • 10 February 2020
  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  

BNY Mellon Investment Management has launched Sustainable Global Real Return fund, managed by its investment firm Newton Investment Management.

It is the newest Dublin-based fund from Newton's sustainable range and is available to institutional investors, intermediaries and private investors from Europe.

Related articles

  • BNY Mellon launches sustainable bond fund
  • BNY Mellon IM adds global dynamic bond to sustainable fund range
  • Newton IM strengthens responsible investment team
  • BNY Mellon IM launches global equity income fund with ESG focus

Managed by Newton's flagship global real return team, the fund represents a sustainable Version of Newton's existing global real return strategy. It is actively managed, and pursues an absolute return style performance goal. The predominantly classic income-oriented assets, with an additional level of risk-compensating positions, are intended to dampen volatility and preserve capital.

The fund invests in traditional asset classes such as stocks, corporate bonds, government bonds, money market instruments and derivatives and can also be involved in other assets such as commodities through tradable securities. It follows Newton's strict sustainability criteria. It avoids companies with incalculable ESG risks, which should affect future performance, and does not invest in companies that generate more than ten percent of their turnover from the production and sale of tobacco.

The new strategy aims for a total return which is the money market benchmark 1-month EURIBOR (Euro Interbank Offered Rate) by four percent per year over five years.

 

 

  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  
  • Topics
  • Thematic

More on Thematic

BlackRock launches ultrashort bond ESG ETFs range

  • Passive
  • 19 March 2020
Nikko AM releases 2019 sustainability report

  • Thematic
  • 18 March 2020
World Water Day beckons for ESG investors - KBIGI

  • Thematic
  • 17 March 2020
BlackRock, JP Morgan, Fidelity top latest Broadridge Fund Brand 50 ranking

  • Equities
  • 16 March 2020
Lombard Odier unveils climate transition strategy

  • Thematic
  • 16 March 2020
Back to Top

Most read

First digital only bank in UAE set to go live
First digital only bank in UAE set to go live
Standard Chartered names Singapore heavy hitter for global role
Standard Chartered names Singapore heavy hitter for global role
UK regulator bans financial adviser for dishonesty
UK regulator bans financial adviser for dishonesty
Bitcoin hits record high on cusp of Coinbase IPO
Bitcoin hits record high on cusp of Coinbase IPO
UK's HMRC extends deadline for 'one of the biggest tasks facing advisers'
UK's HMRC extends deadline for 'one of the biggest tasks facing advisers'
  • Contact Us
  • Marketing solutions
  • About Incisive Media
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading