BNY Mellon Investment Funds - Newton Real Return Fund Institutional Accumulation
|United States Treasury Notes 2.25%||13.09 %|
|S&P 500 Emini Index.Dec 2018 Future||6.74 %|
|United Kingdom of Great Britain and Northern Ireland 0%||4.78 %|
|Euro - Schatz.Mar 2019 Future||4.74 %|
|Germany (Federal Republic Of) 0.25%||3.85 %|
|Russell 2000 Emini Index.Dec 2018 Future||2.95 %|
|United Kingdom of Great Britain and Northern Ireland 0%||2.88 %|
|iShares Physical Gold ETC||2.56 %|
|Australia (Commonwealth of) 3%||2.37 %|
|Euro Stoxx 50 Price Eur.Dec 2018 Future||2.30 %|
|United States||25.99 %|
|United Kingdom||15.94 %|
|Europe - ex Euro||14.24 %|
|Asia - Developed||9.91 %|
|Financial Services||12.39 %|
|Consumer Cyclical||10.75 %|
|Consumer Defensive||10.22 %|
|Real Estate||7.89 %|
|Basic materials||6.73 %|
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.
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 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.
Data provided by Morningstar.
The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.
This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.
You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.