PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Team Approach
BNY Mellon Fund Managers Ltd, BNY Mellon Fund Management (Lu
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Manager biography not available
Total return for Team Approach
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Team Approach

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
Team Approach 12.0 2.9 -13.1 22.9 8.2 11.3 0.4 8.5 25.1 -5.4
Peer Group Composite 13.9 2.9 -9.7 20.5 7.3 8.7 -0.8 8.4 20.4 -3.9
Over / Under -1.9 0.0 -3.4 2.4 0.9 2.6 1.2 0.1 4.7 -1.5
Performance vs peer group composite: Team Approach
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon Long Term Global Equity Lead manager UT Global since Aug 24 2007 to present
BNY Mellon Long Term Global Equity Lead manager FO Equity - Ethical since Apr 04 2008 to present
BNY Mellon Global Multi-Strategy Co-managed (deputy) UT Mixed Investment 20-60% Shares since Feb 11 2013 to present
BNY Mellon Global Leaders Lead manager FO Equity - International since Dec 07 2016 to present
BNY Mellon Responsible Horizons UK Corporate Bond Co-managed UT Sterling Corporate Bond since Jul 03 2020 to present
BNY Mellon Efficient U.S. High Yield Beta Lead manager FO Fixed Int - USD High Yield since Nov 01 2021 to present
BNY Mellon Emerging Markets Debt Lead manager FO Fixed Int - Emerging Markets since Nov 01 2021 to present
BNY Mellon Emerging Markets Debt Local Currency Lead manager FO Fixed Int - Emerging Markets since Nov 01 2021 to present
BNY Mellon Euroland Bond Lead manager FO Fixed Int - EUR since Nov 01 2021 to present
Funds managed previously
Fund Periods
BNY Mellon US Equity since Jan 29 1988 to May 16 2014
BNY Mellon Multi-Asset Global Balanced since Sep 23 1998 to Jun 30 2020
BNY Mellon Sterling Liquidity since Nov 01 1998 to fund close
BNY Mellon Global Emerging Markets Equity Value since Jul 17 2002 to fund close
GW&K Global Diversified since Jun 06 2007 to fund close
GW&K Emerging Markets Equity since May 31 2007 to Sep 02 2018
BNY Mellon Emerging Markets Debt Opportunistic since Sep 26 2013 to fund close
BNY Mellon Global High Yield Bond since Feb 11 2004 to Mar 31 2014
BNY Mellon Asian Income since Nov 30 2005 to May 20 2015
BNY Mellon Global Property Securities since Apr 23 2008 to Aug 30 2017
BNY Mellon Emerging Markets Equity since Mar 18 2009 to Dec 09 2015
BNY Mellon Mobility Innovation since Aug 01 2018 to Feb 07 2024
BNY Mellon GF - Blockchain Innovation since Feb 19 2019 to Feb 07 2024
BNY Mellon US Opportunities since Mar 29 2019 to Feb 07 2024
BNY Mellon US Opportunities since Mar 29 2019 to Dec 31 2023
BNY Mellon Emerging Markets Local Currency Investment Grade Debt since Jun 20 2011 to Jun 09 2015
BNY Mellon Emerging Markets Equity Core since Sep 04 2012 to Oct 02 2015
BNY Mellon Euro Corporate Bond RIP since Jul 22 2009 to May 31 2012
BNY Mellon Multi-Asset Growth since Nov 21 2017 to Jul 30 2020
BNY Mellon Multi-Asset Balanced since Nov 30 2017 to Jul 30 2020
BNY Mellon Small Cap Euroland since Nov 01 2021 to Feb 07 2024
BNY Mellon Absolute Return Equity since Nov 01 2021 to Oct 09 2023
BNY Mellon Evolution Long/Short Emerging Currency RIP since Mar 25 2009 to fund close
BNY Mellon Sustainable UK Opportunities since Nov 21 2017 to Jul 01 2019
BNY Mellon UK Equity since Nov 21 2017 to Jul 01 2019
BNY Mellon UK Income since Nov 21 2017 to Jul 01 2019
BNY Mellon International Bond since Nov 01 2021 to Apr 30 2023
BNY Mellon Real Return since Nov 01 2022 to Mar 10 2024
BNY Mellon Global Real Return EUR since Nov 01 2022 to Feb 07 2024
BNY Mellon Asian Income since May 21 2015 to Jun 07 2016
BNY Mellon Global Real Return GBP since Jan 26 2023 to Feb 07 2024
BNY Mellon Global Real Return USD since Jan 26 2023 to Feb 07 2024
BNY Mellon Global Real Return USD since Sep 01 2010 to Nov 30 2010
BNY Mellon Equity Income since Aug 01 2023 to fund close
BNY Mellon Equity Income Booster since Aug 01 2023 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The equity funds on track to beat the market for the sixth year in a row By Gary Jackson  21-Nov-2024
Sector The ‘hidden gem’ funds you may not know yet By Patrick Sanders  20-Nov-2024
Group Mixed asset, equity income and Trump trades: The funds that investors have been eyeing in 2024’s second half By Gary Jackson  15-Nov-2024
Sector Two-fund portfolios: The equity/bond approach By Matteo Anelli  06-Nov-2024
Sector The best and worst funds in October By Gary Jackson  01-Nov-2024
Sector A manager’s dilemma: Is Nvidia the next Cisco? By Matteo Anelli  31-Oct-2024
Group Smoking hot: Why fund managers are lighting up tobacco stocks By Matteo Anelli  31-Oct-2024
Group ‘Rome wasn’t built in a day’: Why you should not give up on out of favour stocks By Patrick Sanders  29-Oct-2024
Sector Brunner’s Bishop: Quality and growth are meaningless without value By Matteo Anelli  25-Oct-2024
Fund Inditex: A cut above By BNY Mellon Investment Management  21-Oct-2024
Group Reasons to be cheerful By BNY Mellon Investment Management  21-Oct-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc