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Bny Mellon Investment Funds - Newton Multi-asset Diversified Return Fund Exempt 2 Accumulation (0P0000KD0B)
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27/11 - Closed. Currency in GBP
Type:
Fund
Market:
United Kingdom
Issuer:
BNY Mellon Fund Managers Limited
ISIN:
GB00B1GJ9P51
Asset Class:
Other
- Morningstar Rating:
- Total Assets: 2.27M
BNY Mellon Investment Funds-Newton Multi-Asset Div
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- Overview
- Profile
- Historical Data
- Holdings
Bny Mellon Investment Funds - Newton Multi-asset Diversified Return Fund Exempt 2 Accumulation Overview
On this page you'll find an in-depth profile of Bny Mellon Investment Funds - Newton Multi-asset Diversified Return Fund Exempt 2 Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000KD0B among other information.
Total Assets
2.27M
Expenses
0.74%
Inception Date
Feb 01, 2008
Investment Strategy
The objective of the Sub-Fund is to achieve long-term capital growth over a period of at least 5 years from a portfolio diversified across a range of assets. The policy of the Sub-Fund is to gain exposure to a diversified range of asset classes including, but not limited to, equities, fixed income, property, commodities, infrastructure, renewable energy, currencies, cash, near cash and deposits. Exposure to these asset classes will be achieved through investment in transferable securities (such as company shares, listed investment trusts, REITs, bonds, structured notes, convertible bonds, contingent convertible bonds), collective investment schemes (including but not limited to another Sub-Fund or Sub-Funds of the Company), warrants, derivative instruments, forward transactions, deposits and approved money market instruments.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Bhavin Surendra Shah | Portfolio Manager | 2016 | Now |
| Biography | Bhavin joined Newton in June 2011 as a portfolio manager in the mixed assets investment team. Prior to joining Newton, he worked at SG Hambros for seven years where he was responsible for managing client portfolios focused on absolute return and multi-asset strategies. Bhavin is co-lead manager on a numerous multi-asset accounts at Newton. In addition to portfolio management responsibilities, Bhavin is a member of the Investment Risk Oversight Group and is a co-lead of our ‘net effects’ thematic group, which focuses on digitalisation trends. Bhavin holds an MSc in Mathematics with distinction and is a CFA charterholder. | ||
| Paul Flood | Head of Mixed Assets Investment | 2012 | Now |
| Biography | Paul is Head of Mixed Assets Investment at Newton. He is also lead manager of Newton Multi-Asset Diversified Return strategy, the Newton Multi-Asset Income strategy and the Newton Multi-Asset Growth strategy. He also provides leadership and analysis on asset allocation, derivatives and convertible bonds for the wider firm, having spent the earlier part of his career working on strategic asset allocation and derivative strategy. Paul is responsible for generating ideas within alternative assets and has been leading in this area since 2008. He is a member of the macro allocation group and provides feedback to the wider house on strategic and tactical asset allocation. Paul joined Newton in 2004. He is a CFA1 charterholder and has completed the certificate in quantitative finance (CQF) after passing with distinction. Paul studied Astrophysics at the University of St Andrews and is a keen cyclist and runner, having recently cycled the length of the UK from Land’s End to John O’Groats and often participates in marathons. Joined Newton: 2004 Joined industry: 2004 | ||
| Jonathan Bell | Portfolio Manager | 2015 | 2015 |
| Biography | Through his tenure at Newton, Jon has led both the global equity and multi-asset teams and been responsible for a number of multi-asset and global equity portfolios. As well as his extensive investment roles at the firm, he has also spent time as a member of the commercial team involved in discussing client portfolios and tailoring strategies to meet client requirements. He sits on Newton’s investment risk oversight groups. Jon joined the Newton equity income team in March 2020, and is responsible for both core and sustainable global equity income strategies. Jon joined Newton in 1995 and has a degree in natural sciences from Cambridge University. | ||
| Bhavin Surendra Shah | Portfolio Manager | 2013 | 2015 |
| Biography | Bhavin joined Newton in June 2011 as a portfolio manager in the mixed assets investment team. Prior to joining Newton, he worked at SG Hambros for seven years where he was responsible for managing client portfolios focused on absolute return and multi-asset strategies. Bhavin is co-lead manager on a numerous multi-asset accounts at Newton. In addition to portfolio management responsibilities, Bhavin is a member of the Investment Risk Oversight Group and is a co-lead of our ‘net effects’ thematic group, which focuses on digitalisation trends. Bhavin holds an MSc in Mathematics with distinction and is a CFA charterholder. | ||
| Philip Colins | Director, Head | 2006 | 2012 |
| Biography | Philip is a Director of Investment Management at Newton, a team leader of the team specialising in the management of international portfolios. He began his career in 1985 with Leopold Joseph, before moving to Capital House in 1990 to specialise in international private client portfolio management. He joined Newton in 1994 and is a member of the Securities Institute. | ||
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