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Bny Mellon Global Real Return Fund (eur) Eur G Acc (0P0001BW2D)
Aggiungi/Rimuovi dal Portafoglio
Aggiungere uno strumento a:
24/12 - Chiuso. Valuta in EUR
- Rating di Morningstar:
- Asset totali: 2,82M
Tipologia:
Fondo
Mercato:
Irlanda
Emittente:
BNY Mellon Fund Management (Lux) S.A.
ISIN:
IE00BZ1LH503
Tipo di investimento:
Azione
BNY Mellon Global Funds PLC - BNY Mellon Global Re
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0P0001BW2D Panoramica
Su questa pagina troverai un profilo dettagliato su Bny Mellon Global Real Return Fund (eur) Eur G Acc. Scopri di più su gestione, asset totali, strategie di investimento e informazioni di contatto di 0P0001BW2D, ed altre informazioni.
Strategia di investimento
Fondo multi-asset a gestione attiva che mira a generare rendimenti assoluti positivi investendo in diverse classi d’attivo a livello globale. Non vi sono restrizioni a livello di allocazione del portafoglio. Grazie all’ampio mandato di gestione, investe prevalentemente in azioni, obbligazioni e strumenti monetari a livello globale. Può investire anche in altre tipologie di classi di attivo come settore immobiliare, materie prime, valute e strategie alternative. Il fondo ha un obiettivo di rendimento annuale pari a un indice del mercato monetario (EURIBOR 1 mese) + 4%, al lordo delle commissioni di gestione, su un orizzonte di investimento di 5 anni.
Informazioni di contatto
Indirizzo
2-4, rue Eugène Ruppert L-2453 Luxembourg
Luxembourg, 2453
Luxembourg
Luxembourg, 2453
Luxembourg
Telefono
-
Rete
www.bnymellonam.com
Vertici Esecutivo
| Nome | Titolo | Dal | Fino a |
|---|---|---|---|
| Andrew Warwick | Portfolio Manager | 2018 | Adesso |
| Biografia | 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. | ||
| Aron Pataki | Portfolio Manager | 2015 | Adesso |
| Biografia | 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. | ||
| Suzanne Hutchins | Head of Real Return | 2015 | 2023 |
| Biografia | 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. | ||
| James Harries | Portfolio Manager | 2010 | 2015 |
| Biografia | 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. | ||
| Aron Pataki | Portfolio Manager | 2014 | 2015 |
| Biografia | 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. | ||
| Suzanne Hutchins | Head of Real Return | 2013 | 2015 |
| Biografia | 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 | 2010 | 2013 |
| Biografia | 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. | ||
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