BNY Mellon Dynamic Factor Premia V10 E EUR Hdg

Objectives Investment objective To achieve a total return in excess of a cash benchmark (as described below) over an investment horizon of 3-5 years with a target volatility of 10% through a multi-asset approach to asset allocation and security selection. However, there is no guarantee that this will be achieved over that, or any time period. Investment policies The Fund will: gain exposure to company shares (i.e., equities) and similar investments, debt (i.e. bonds) and similar investments and currencies and commodities, principally through derivatives (financial instruments whose value is derived from other assets); invest in investment grade (i.e. BBB- or above) and sub-investment grade (i.e.BB+ or below) debt and debt-related securities as rated by Standard and Poor's or similar agencies; invest in a diverse set of risk premia across asset classes. A risk premia is the reward an investor may gain for taking a risk. For example, the equity risk premia is the potential for an investment in an equity to increase in value more than the same amount held in a risk free asset such as cash. The Fund seeks to capture premia which exist across equities, bonds, currencies, commodities and volatility; invest on a long and short basis; use derivatives with the aim of risk or cost reduction or to generate additional capital or income; and neither promote environmental and/or social characteristics pursuant to Article 8 of the Sustainable Finance Disclosure Regulation "SFDR" nor have sustainable investment as its objective pursuant to Article 9 of SFDR. Consequently, for the purposes of SFDR it is considered an Article 6 Fund. The Fund may: invest up to 40% of its Net Asset Value (NAV) in emerging markets, including up to 10% in China and up to 10% in India; invest up to 35% of its NAV indirectly in commodities through equity and debt securities and derivatives; invest up to 30% in sub-investment grade debt and debt related securities; invest up to 10% in collect

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No