After more than a decade of low interest rates, bond yields are rising due to multiple episodes of Fed tightening, signalling growth in fixed income. As yields increase, we anticipate distinct investment opportunities in fixed income, potentially both income generation and as a diversifying asset to equity markets.
BNY Investments, offers extensive fixed income capabilities. Including traditional and specialist strategies tailored to client needs. Our global expertise offers precision and diversification in pursuing various outcomes for our clients.
We seek out yield in unexpected places, constantly innovating to deliver refreshingly different fixed income solutions.
Featured Funds
We offer a broad range of fixed income solutions, from traditional fixed income to specialist fixed income funds.
IG Credit
BNY Mellon Global Credit Fund
IG Credit
BNY Mellon Global Credit Fund
Objective: To achieve a total return from income and capital growth.
Benchmark: The Fund will measure its performance against the Bloomberg Global Aggregate Credit TR Index USD Hedged (the "Benchmark").
The Fund is actively managed, which means the Investment Manager has discretion to invest outside the Benchmark subject to the investment objective and policies disclosed in the Prospectus. However, as the Benchmark covers a significant proportion of the investable universe, the majority of the Sub-Fund's holdings will be constituents of the Benchmark and the weightings in the portfolio may be similar to those of the Benchmark. The investment strategy will restrict the extent to which the portfolio holdings may deviate from the Benchmark and consequently the extent to which the Sub-Fund can outperform the Benchmark.
High Yield
BNY Mellon Global Short-Dated High Yield
High Yield
BNY Mellon Global Short-Dated High Yield
Objective: To deliver positive returns greater than the Cash Benchmark SOFR (90-day compounded) on a 3 year rolling basis.
Benchmark: The Fund will measure its performance against SOFR (90-day compounded) (the "Cash Benchmark"). SOFR (the Secured Overnight Financing Rate) is a broad measure of the cost of borrowing cash overnight collateralised by U.S. Treasuries and is administered by the New York Federal Reserve. The Cash Benchmark is used as a target against which to measure its performance on a rolling annualised 3-year basis, before fees.
The Fund is actively managed, which means the Investment Manager has discretion over the selection of investments, subject to the investment objective and policies disclosed in the Prospectus.
MUNICIPAL
BNY Mellon U.S. Municipal Infrastructure Debt Fund
MUNICIPAL
BNY Mellon U.S. Municipal Infrastructure Debt Fund
Objective: To provide as high a level of income as is consistent with the preservation of capital.
Benchmark: The Fund will measure its performance against 50% Bloomberg Municipal Bond TR Index, 50% Bloomberg Taxable U.S. Municipal Bond TR Index (the "Benchmark").
The Fund is actively managed, which means the Investment Manager has absolute discretion to invest outside the Benchmark subject to the investment objective and policies disclosed in the Prospectus. While the majority of the Fund's holdings are expected to be constituents of, and have similar weightings to, the Benchmark, the investment strategy does not restrict the extent to which the Investment Manager may deviate from the Benchmark.
Efficient Beta Range
High Yield
BNY Mellon Efficient U.S. Fallen Angels Beta Fund
High Yield
BNY Mellon Efficient U.S. Fallen Angels Beta Fund
Objective: To generate a return in excess of the Benchmark (detailed below) with similar levels of volatility over the medium to long-term before fees and expenses, whilst taking environmental, social and governance ("ESG") factors into account.
Benchmark: The Fund will measure its performance against Bloomberg US HY Fallen Angel 3% Cap TR Index (the "Benchmark"). The Investment Manager will use the Benchmark to construct the investment universe.
The Fund is actively managed and does not seek to replicate the full constituents of the Benchmark. The Investment Manager has limited discretion to invest outside the Benchmark where the relevant security meets the requirements of and is expected to be included in the Benchmark in the future.
The majority of the Fund's holdings will be constituents of the Benchmark and as a result the Fund will be similar in its currency, duration as well as sector exposures and credit quality profile, subject to investment constraints. However the Investment Manager will not seek to reflect the Benchmark's maturity profile. The investment strategy provides similar volatility to the Benchmark over the medium to long-term.
High Yield
BNY Mellon Efficient U.S. High Yield Beta Fund
High Yield
BNY Mellon Efficient U.S. High Yield Beta Fund
Objective: To provide similar performance and levels of volatility as the Benchmark (detailed below) over the medium to long-term before fees and expenses.
Benchmark: The Fund will measure its performance against Bloomberg Global High Yield Corporate Bond TR Index USD Hedged (the "Benchmark"). The Investment Manager will use the Benchmark to construct the investment universe.
The Fund is actively managed and does not seek to replicate the full constituents of the Benchmark. The Investment Manager has limited discretion to invest outside the Benchmark subject to the investment objective and policies disclosed in the Prospectus. The majority of the Fund's holdings will be constituents of the Benchmark and as a result the Fund will be similar in its currency and sector exposures as well as the maturity and credit quality profile. The investment strategy restricts the extent to which the portfolio holdings may deviate from the Benchmark and consequently the extent to which it can outperform the Benchmark. The investment strategy provides similar volatility to the Benchmark over the medium to long term.
ESG
EMERGING MARKETS
Responsible Horizons EM Debt Impact
EMERGING MARKETS
Responsible Horizons EM Debt Impact
Objective: To achieve positive environmental and/or social impacts while generating a total return comprised of income and capital growth by investing in emerging market debt and debt-related securities and related FDI.
Benchmark: The Fund will measure its performance against the J.P. Morgan EM Credit Green, Social and Sustainability Bond Diversified Index (USD Hedged) (the "Benchmark") for comparison purposes. However, the Investment Manager does not seek to align the Fund's performance with that of the Benchmark and the performance of the Fund and the Benchmark may differ significantly.
The Fund is actively managed, which means the Investment Manager has discretion to invest outside the Benchmark subject to the investment objective and policy. The Fund has an unconstrained investment style, and as such it will not take the Benchmark into account when selecting the Fund's investments.
CREDIT
BNY Mellon Sustainable Global Dynamic Bond Fund
CREDIT
BNY Mellon Sustainable Global Dynamic Bond Fund
Objective: To maximize the total return from income and capital growth by investment primarily (meaning at least three-quarters of the Fund's Net Asset Value) in a globally diversified portfolio of debt and debt-related securities issued by companies and governments that demonstrate attractive investment attributes and are deemed to be sustainable.
Benchmark: The Fund will measure its performance against 1-month EURIBOR + 2% per annum (the "Cash Benchmark"). The Cash Benchmark is used as a target against which to measure the performance of the Fund over 5 years before fees. EURIBOR is the Euro Interbank Offer Rate and is a reference rate that is constructed from the average interest rate at which Eurozone banks offer unsecured short-term lending on the inter-bank market.
The Fund is actively managed, which means the Investment Manager has discretion over the selection of investments, subject to the investment objective and policies disclosed in the Prospectus. However, a positive return is not guaranteed and a capital loss may occur.
ESG Note: For BNY Mellon Global Funds, plc, none of the sub-funds which are recognised schemes in Singapore constitute ESG Funds (as defined in the MAS’s Circular No. CFC 02/2022), except for BNY Mellon Sustainable Global Emerging Markets Fund, BNY Mellon Sustainable Global Dynamic Bond Fund and Responsible Horizons EM Debt Impact Fund. Other funds which are not registered for offering to retail investors may or may not constitute ESG funds (where defined in the relevant local jurisdiction).
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Important Information
This Fund is a sub-fund under BNY Mellon Global Funds, plc (the “Responsible Person”), which is an open-ended umbrella investment company with variable capital incorporated in Ireland with segregated liability between sub-funds and authorised by the Central Bank of Ireland. The Fund is recognised for retail distribution in Singapore under Section 287 of the Securities and Futures Act (Chapter 289 of Singapore). The Responsible Person has appointed BNY Mellon Investment Management Singapore Pte. Limited (“BNYM-IM-SG”) as its Singapore Representative. The prospectus in relation to the Fund is available and a copy of it may be obtained from http://www.bnymellonimapac.com/sg/funds or at BNYM-IM-SG’s distributors. A potential investor should read the prospectus before deciding whether to subscribe or purchase units in the Fund. The value of the units in the Fund and the income accruing to the units, if any, may fall or rise. The net asset value of the Fund is likely to have a high volatility due to its investment policies or portfolio management techniques. This document shall be used in Singapore only and shall not be used for the purpose of an offer or solicitation in any other jurisdiction or in any circumstances in which such offer or solicitation is unlawful or not authorised. All information herein is made for information purposes only and subject to change at any time without notice and should not be construed as investment advice or recommendation. Investors should seek relevant professional/financial advice before investing in the Fund and should read this document in conjunction with the prospectus of the Fund. The Responsible Person, BNYM–IM-SG and its affiliates are not responsible for any advice given to investors. Investments involve risks. A complete description of risk factors is set out in the Prospectus. Past performance is not a guide to future performance. The value of investments and the income from them is not guaranteed. The Fund may invest in financial derivatives. When you sell your investment you may get back less than you originally invested. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.
Issued by BNYM-IM-SG (Co. Reg. No. 201230427E)
MC603-28-07-2025 (12M)