BNY Future Legacy 5 Portfolio

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This month we highlight the BNY Future Legacy 5, a diversified multi-asset fund that combines active global equity and bond exposure with a clearly defined risk profile. Managed by Bhavin Shah and Paul Byrne, the fund launched in 2023 and has quickly earned a place in QuantQual’s Flagship Portfolio Range, holding our highest Platinum rating for its disciplined stewardship and forward-looking approach.

Why we selected it

The fund stands out for several reasons:

• Resilient performance: Over the past year it has delivered 7.03%, comfortably aligned with peers, and its strong upside capture ratio of 83% shows it can participate meaningfully in market rallies while managing downside risks.

• Market backdrop: Recent months have seen global equities rebound on resilient earnings and optimism around technology and innovation, while expectations of rate cuts have improved bond markets. The Future Legacy 5 is well positioned to capture these trends with its balanced equity–bond allocation.

• Active adaptability: The managers combine quantitative screening with qualitative insight, ensuring the portfolio adapts across regions and sectors as conditions shift. This flexibility has been key in navigating tariff-driven turbulence earlier in the year and positioning for future growth opportunities.

• Responsible investing: ESG is fully integrated. The fund achieves complete ESG coverage across holdings, with every component carrying at least an MSCI ‘A’ rating. Environmental stewardship, strong governance oversight, and active engagement with companies reinforce its suitability for investors who value both financial returns and ethical accountability.

• Suitable profile: The fund is designed for long-term investors seeking a balance of growth and income. It suits those comfortable with moderate risk who want exposure to a globally diversified, actively managed strategy.

Our view

With markets regaining momentum and investor confidence improving, the BNY Future Legacy 5 offers a timely opportunity. Its combination of consistent performance, forward-thinking management, and sustainable investment principles underpins our conviction. We believe it represents not only a strong choice for October but also a durable holding for long-term portfolios.

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