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You are here: Manager factsheet

Georgina Gregory
BNY Mellon Fund Managers Ltd, BNY Mellon Fund Management (Lu
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Manager profile
Georgina joined Newton in 2022 as a portfolio manager co-managing UK equity strategies. Prior to this, she worked at abrdn where she started as a graduate on the Pan European equities team in 2014 and subsequently joined the UK equities team running the ASI UK Equity funds for five years before co-managing the Dunedin Income Growth Investment Trust for the final two years. Her role also involved being a research analyst covering the retail, beverages and construction and building materials sectors. She graduated from the University of Edinburgh with a Bachelor of Science with Honours Mathematics and is also a CFA charterholder. In her spare time Georgina loves to travel with a particular interest in learning to cook and try new cuisines.
Total return for Georgina Gregory
Manager career performance
Discrete calendar year performance : Georgina Gregory

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Georgina Gregory 21.3 1.0 -4.9 19.2 4.9 21.5 -2.4 5.3 - -
Peer Group Composite 20.3 1.4 0.2 20.3 -6.2 8.2 -2.5 6.6 - -
Over / Under 1.0 -0.4 -5.1 -1.1 11.1 13.3 0.1 -1.3 - -
Performance vs peer group composite: Georgina Gregory
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
4 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon Global Equity Co-managed IA Global since Aug 01 2023 to present
BNY Mellon Global Opportunities Co-managed FO Equity - International since Aug 01 2023 to present
BNY Mellon Global Opportunities Co-managed IA Global since Aug 01 2023 to present
Funds managed previously
Fund Periods
Dunedin Income Growth Investment Trust PLC since Apr 01 2017 to Jan 31 2022
BNY Mellon UK Equity since Apr 22 2022 to May 29 2024
BNY Mellon Sustainable UK Opportunities since Apr 22 2022 to Aug 31 2023
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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