BNY Mellon Investment Funds - Newton Real Return Fund Sterling Income

BNY Mellon Investment Funds - Newton Real Return Fund Sterling Income
BNY Mellon Fund Managers Limited
Open Ended Investment Company
Targeted Absolute Return
1.12 %
3 Year Sharpe
2.1 %
1 Month GBP LIBOR + 4%
The objective of the fund is to achieve significant real rates of return in Sterling terms predominantly from a portfolio of UK and international securities. The fund may invest anywhere in the world into a mixture of cash, equities, corporate and government fixed interest securities (of any duration or credit rating), deposits, money market instruments, derivatives, forward transactions and collective investment schemes. The manager follows a broad multi-asset approach and emphasises real return. The fund may use derivatives for investment purposes as well as for efficient portfolio management or risk reduction.
Holding %
S&P 500 Emini Index Dec 2019 Future 9.15 %
United States Treasury Bonds 3.38% 5.79 %
iShares Physical Gold ETC 5.52 %
Invesco Physical Gold ETC 4.51 %
iShares JP Morgan $ EM Bond ETF USD Dist 4.30 %
United States Treasury Bonds 2.88% 2.51 %
Australia (Commonwealth of) 3% 2.10 %
Canada Housing Trust No.1 2.35% 1.85 %
Brazil (Federative Republic) 4.88% 1.48 %
AIA Group Ltd 1.39 %
Region %
United States 27.63 %
Eurozone 22.73 %
United Kingdom 19.70 %
Asia - Developed 11.20 %
Europe - ex Euro 10.16 %
Sector %
Financial Services 19.41 %
Technology 17.65 %
Healthcare 9.39 %
Real Estate 8.63 %
Basic materials 8.62 %
Industrials 8.26 %
Consumer Cyclical 8.21 %
Utilities 7.75 %
Consumer Defensive 7.74 %
BNY Mellon Fund Managers Limited
London, United Kingdom
Legal Structure
Open Ended Investment Company


Aron Pataki
Joined 02/01/2019

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. He is also the lead manager on the Euro real return 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
Joined 12/31/2018

Andy is a global portfolio manager of the Real Return strategy. Together with Aron and Suzanne, 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 & 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. Mr. Warwick earned a MSc in Finance from the University of Leicester.

Suzanne Hutchins
Joined 12/14/2015

Suzanne Hutchins rejoined Newton in 2010 as global investment manager and member of the Real Return team. Suzanne has lead management responsibility for the Global Real Return USD strategy. She moved to Capital International in 2005 as investment specialist for global equity, income and absolute-return-based strategies. She had additional client facing responsibility for ESG (Environmental, Social and Governance) issues. Suzanne initially joined Newton in 1991 as a research analyst after completing a BA (Hons) at University College London. During her first 14 years with Newton, she worked closely with Stewart Newton before becoming lead manager on the UK and Intrepid team. She managed multi-asset and global equity mandates, as well as RPI+ based strategies, for institutional and retail clients.

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