Medium risk investments offer the potential for returns in excess of deposits but do not promise a minimum return at any time
Medium risk investments tend to invest in a range of assets, which would normally include lower risk assets such as government bonds and investment grade corporate bonds.
However, they can also invest in other assets such as stocks, property and alternatives e.g. (commodities). At times these investments may be a significant portion of the fund.
Investors’ capital is less exposed to market fluctuations than most other investments but investors may get back less than they originally invested
Our Medium Risk Funds:
Protected Assets Fund
BNY Mellon Real Return Fund