BNY Mellon Investment Funds - Newton Oriental Fund Institutional W Income

Name
BNY Mellon Investment Funds - Newton Oriental Fund Institutional W Income
Manager
BNY Mellon Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00B8GBZY18
Sector
Asia Pacific Excluding Japan
Launched
04/09/2012
OCF
0.92 %
Risk Rating
5
3 Year Sharpe
0.57
3 Year Alpha
-0.71
Yield
0.6 %
Benchmark
FTSE AW AP Ex JPN TR GBP
The objective of the Sub-Fund is to achieve capital growth by investing in securities predominantly Asian and in Pacific markets including Australia and New Zealand but excluding Japan. The Sub-Fund may also invest in collective investment schemes.
Holding %
Tencent Holdings Ltd 6.65 %
New Oriental Education & Technology Group Inc ADR 6.57 %
Taiwan Semiconductor Manufacturing Co Ltd 6.17 %
Alibaba Group Holding Ltd ADR 6.03 %
Samsung SDI Co Ltd 6.03 %
AIA Group Ltd 5.92 %
Housing Development Finance Corp Ltd 4.48 %
CSL Ltd 4.00 %
Samsung Electronics Co Ltd 3.96 %
Autohome Inc ADR 3.80 %
Region %
Asia - Emerging 56.75 %
Asia - Developed 28.91 %
Australasia 11.86 %
Sector %
Technology 38.41 %
Consumer Cyclical 18.85 %
Consumer Defensive 16.17 %
Financial Services 13.38 %
Healthcare 7.17 %
Name
BNY Mellon Fund Managers Limited
Address
London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Robert Marshall-Lee
Joined 07/01/2019

Robert is investment leader of the Emerging and Asian equity team. He is the lead manager of the Newton Global Emerging Markets Fund and a member of the team managing the Asian Income strategy. Since joining Newton in 1999, Robert has worked as a global industry analyst specialising in the mining, paper, steel, tobacco and utility sectors, before becoming a portfolio manager. Since early 2011, Robert has been the lead manager on our emerging market equity strategies. Robert began his career at Deloitte & Touche as a supervisor in the financial services practice. He holds the ACA (Chartered Accountant) and ASIP (Investment) qualifications. 16 years at Newton 20 years’ investment experience

Naomi Waistell
Joined 07/01/2019

Ms. Waistell has been an investment manager on the emerging markets and Asian equity team at Newton since September 2014, prior to which she was an investment manager on the European and Global equity teams at Newton, where she has been employed since February 2010. Ms. Whitbread is an investment manager on the emerging markets equities team at Newton, where she was employed from 2005 to 2010 and rejoined in January 2011. Naomi began her career as an associate at Praefinium Partners Investment Management before moving to gain further experience at a financial consultancy arm of the Capita Group.

Sophia Whitbread
Joined 07/01/2019

Sophia is a portfolio manager on the Emerging and Asian equity team. She joined Newton in 2005 as a financials analyst, specialising in the banking sector. She held additional, and specific, responsibilities for the asset management and the life insurance sectors, with coverage of all sectors on a global basis. She moved to Edinburgh briefly in 2010, working for Baillie Gifford, before returning to Newton in January 2011 to assume her current role. She is lead manager of the Emerging Income Fund; alternate manager of the Global Emerging Markets Fund; and a member of the team managing the Asian Income strategy. Sophia holds both MA (Hons) and MPhil degrees in Classics from the University of Cambridge. Sophia is a CFA charterholder.

Data provided by Morningstar.

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