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BNY MELLON EVOLUTION CURRENCY OPTION T GBP HEDGED - Fund overview

No Bestinvest rating

Overview of BNY MELLON EVOLUTION CURRENCY OPTION T GBP HEDGED

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. BNY MELLON EVOLUTION CURRENCY OPTION T GBP HEDGED does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	April, 2009
Size	£9m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	9,084.80p

Fund Charges

Standard Initial charge	5.00%
Initial charge via Bestinvest	2.00%
Additional bid/offer spread	0.00%
Annual management charge	1.25%
Total expense ratio	1.25%
Reduction in yield (10yr)	1.45%

Bestinvest says

No information available.

Portfolio

bny mellon evolution currency option t gbp hedged asset allocation illustration

Allocation		Proportion

	Equity	–
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	50%
	Fund cash	50%

No data available.

View all performance data for BNY MELLON EVOLUTION CURRENCY OPTION T GBP HEDGED

Investment process

The investment objective of the Sub-Fund is to achieve long-term capital growth by using an investment strategy to invest in a portfolio of foreign exchange derivative instruments, fixed income securities and other instruments.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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