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Bny Mellon Investment Funds - Newton Real Return Fund Institutional W Accumulation (0P0000X2FF)
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22/11 - Closed. Currency in GBP
- Morningstar Rating:
- Total Assets: 294M
Type:
Fund
Market:
United Kingdom
Issuer:
BNY Mellon Fund Managers Limited
ISIN:
GB00B8GG4B61
Asset Class:
Other
BNY Mellon Investment Funds - Newton Real Return F
1.514
+0.010
+0.90%
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0P0000X2FF Overview
On this page you'll find an in-depth profile of Bny Mellon Investment Funds - Newton Real Return Fund Institutional W Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000X2FF among other information.
Investment Strategy
The Sub-Fund seeks to deliver positive returns on a rolling 3 year basis after fees. The Sub-Fund aims to deliver positive returns before fees within a range of cash (SONIA (30-day compounded)) on a rolling 3 year basis and cash (SONIA (30-day compounded)) + 4% per annum on a rolling 5 year basis. However, positive returns are not guaranteed and a capital loss may occur. The Sub-Fund is actively managed as a multi-asset fund that invests in a portfolio of UK and international securities across a broad diversified range of asset classes.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Aron Pataki | Portfolio Manager | 2019 | Now |
| Biography | Aron is a global portfolio manager and risk strategist for the Real Return portfolios, with a particular focus on the use of derivatives and hedging. Together with Suzanne Hutchins and Andy Warwick, Aron is responsible for the final capital allocation decisions on the strategy. Aron joined Newton in 2006 as a member of the portfolio analytics team, where he was responsible for risk analysis and portfolio construction across Newton’s institutional and retail portfolios. Previously, he worked as a quantitative analyst at Lacima Group. | ||
| Andrew Warwick | Portfolio Manager | 2018 | Now |
| Biography | Andy is a global portfolio manager of the Real Return strategy. Together with Aron Pataki and Suzanne Hutchins, Andy is responsible for the final capital allocation decisions on the strategy. Andy started his career at Mercury Asset Management in 1993 as a unit trust dealer before joining the quant and derivatives team to focus on managing synthetic portfolios for clients and trading equity derivatives for the firm. In 2006, Andy joined the multi-asset team at BlackRock where he was responsible for managing absolute and relative return mandates, as well as the head of research specialising in equity thematic views and risk premia strategies. Andy has an MSc in Finance from Leicester University and is a CFA charterholder. Andy plays in a rock band in his spare time and enjoys playing, writing and recording music. | ||
| Suzanne Hutchins | Head of Real Return | 2015 | 2022 |
| Biography | Suzanne is a portfolio manager on the Real Return strategy and head of the Real Return team. She chairs the formal team meeting and, together with Aron Pataki and Andy Warwick, Suzanne is responsible for the final capital allocation decisions on the strategy. Suzanne started her career at Newton in 1991 as a global research analyst before working directly with Stewart Newton on multi-asset and RPI-based strategies and leading on Newton’s UK and Intrepid teams. In 2005, Suzanne joined Capital International, before returning to Newton to focus on the Real Return strategy. She is an associate member of the CFA and UK Society of Investment Professionals (UKSIP) and graduated from University College London with a First Class BA (Hons) degree. | ||
| Iain Stewart | Senior Member | 2004 | 2019 |
| Biography | Iain joined Newton in 1985 as a portfolio manager after completing his Doctorate with the Ministry of Agriculture, Fisheries and Food. Iain is a senior member of our Strategy Team with particular responsibility for co-ordinating the development of our global investment themes. He has worked for Newton for 20 years and during this time has specialised in managing multi-asset and global equity mandates for pension fund clients. Since 1992 he has been the manager of the Newton Exempt Fund. | ||
| James Harries | Portfolio Manager | 2011 | 2015 |
| Biography | James is the Senior Fund Manager and has 23 years’ investment experience, and has managed global equity portfolios since 2002. Joining Troy in 2016 to establish the Trojan Global Income Fund, James was previously a Fund Manager at Newton Investmen. He was also the alternate manager on the Newton Real Return Fund. James graduated from Bristol University with a BSc in Politics, before completing his Masters in Finance at the London Business School. He holds the ASIP qualification and is an Associate Member of the CFA Society of the UK. | ||
| Alex Stanic | Portfolio Manager | 2002 | 2004 |
| Biography | Alex Stanic, managing director, is a portfolio manager in the International Equity Group, based in London. Alex is responsible for global equity strategies including Global Unconstrained. Prior to join-ing JP Morgan, Alex was Head of Global equities at River & Mercantile Asset Management, having founded the division in 2009. Previously, Alex spent over a decade at Newton investment manage-ment, where he led the global team, and founded the Global Opportunities strategy. He began his career on the European equity team at Cazenove. Alex joined the team in 2015, and holds an MA in Economic & Social Geography from Edinburgh University. | ||
| Clive Beagles | Investment Head | 1993 | 2002 |
| Biography | Clive joined the Group in September 2004 with over 15 years’ fund management experience. Prior to joining JOHCM he was Investment Leader UK Equities at Newton Investment Management and managed the successful Newton Higher Income Fund for three years. While managing the Newton Higher Income Fund, Clive was awarded a AAA by Citywire. Whilst Clive managed the fund, it outperformed the FTSE All Share index by 19.5% (Source: Lipper; from 01/07/01 to 24/03/04). His JOHCM UK Equity Income Fund is AA rated by Forsyth-OBSR and A rated by Standard & Poor’s. | ||
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