BNY Mellon Real Return Inst W Acc

Willis Owen Research Commentary

The fund aims to achieve a positive real rate of return on a rolling three year basis. Suzanne Hutchins' first priority is capital protection and then, over the long term, she looks to deliver returns of 4% above cash per annum. She runs an unconstrained and flexible approach which initially uses Newton's thematic research to identify opportunities. The fund has a core element which invests in shares and bonds with a long term perspective and low turnover. Around the core Hutchins invests in cash, government bonds and derivatives in order to reduce risk. There is significant flexibility in asset allocation. We think this is a good choice for cautious investors seeking steady returns.

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