BNY Mellon Multi-Asset Balanced Fund investment update

Funds

ALL FUNDS & PRICES FUND LITERATURE REGULATORY LITERATURE ASSESSMENT OF VALUE REPORTS TCFD ENTITY AND FUND REPORTS BNY MLF Liquidity Funds Holdings

ASSESSMENT OF VALUE

Welcome to our latest Assessment of Value Report

The board of the BNY Mellon Investment Funds range has spent the past year monitoring and reviewing the 41 funds within the range.
Capabilities

CAPABILITIES EQUITIES FIXED INCOME MULTI-ASSET BNY PinPoint

FUTURELEGACY

Discover the FutureLegacy multi-asset range

A dynamic and sustainable approach to investing for and in retirement.

MULTI-ASSET

Natural income in retirement

Solutions for helping clients achieve their retirement income goals.

FIXED INCOME

Discover fixed income funds

Our fixed income funds are actively-managed by seasoned investors with extensive track records, looking to unlock hidden opportunities around the world.
Adviser Support

ADVISER SUPPORT CLIENT-READY SUPPORT ADVISER MATERIALS INVESTING FOR RETIREMENT EVENTS

FIXED INCOME RESEARCH

Shaping tomorrow’s portfolios: The strategic role of fixed income

As one of the UK’s largest fixed income investors, we wanted to understand how advisers’ attitudes and approaches to fixed income are adapting. We are delighted to be working again with NMG Consulting to help us gather, analyse and present how advisers think about fixed income.

RETIREMENT RESEARCH

Retirement advice in the UK: Time for change

We have partnered with NextWealth on the seventh edition of its report on how retirement advice in the UK is changing. This edition is especially interesting with our research coming six months after the FCA’s thematic review of retirement income advice.
News & Insights

FEATURED INSIGHTS ALL INSIGHTS CHART OF THE WEEK INSIDE THE FUND MANAGERS HEAD

IFMH

Inside the Fund Manager's Head

Regular video updates directly from the desks of portfolio managers, designed with you in mind.

2025 Q3 MACRO OUTLOOK

Vantage Point: Resilience at the Rubicon

Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Institute

View the report
About us

WHO WE ARE OUR INVESTMENT APPROACH IN THE MEDIA

Our goal is to be the most investor-relevant firm by providing clients specialism at scale, that meets their ever-changing needs.

Gerald Rehn

Head of BNY Investments EMEA
Contact us

In this short video, Simon Nichols , portfolio manager of the BNY Mellon Multi-Asset Balanced Fund, shares his insights into how the Fund performed over the last quarter. This video has been designed and approved for you to share with your clients.

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2482400 Expiry: 15 June 2026