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You are here: Manager factsheet

Jon Bell

BNY Mellon Fund Managers Ltd
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Manager profile
Jon Bell Portfolio manager, Equity Income team. Through his 24 years at Newton, Jon has led both the Global Equity and Multi-Asset teams and been responsible for a number of multi-asset and global equity portfolios. As well as his extensive investment roles at the firm, he has also spent time as a member of the commercial team involved in discussing client portfolios and tailoring strategies to client requirements. He sits on Newton’s investment oversight and product and commercial committees and its investment risk oversight groups. He joins the Equity income team from March 2020, where he will focus on Newton’s global equity income strategy. Jon joined Newton in 1995 and has a degree in natural sciences from Cambridge University.
Total return for Jon Bell
Discrete calendar year performance : Jon Bell

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
Jon Bell 6.8 3.8 12.5 17.6 - - - - - -
Peer Group Composite 13.2 2.4 3.9 25.0 - - - - - -
Over / Under -6.4 1.4 8.6 -7.4 - - - - - -
Performance vs peer group composite: Jon Bell
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
2 years
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon Sustainable Global Equity Income Lead manager UT Global Equity Income since Jun 05 2020 to present
Funds managed previously
Fund Periods
BNY Mellon Global Income since Jun 05 2020 to Aug 31 2023
BNY Mellon Global Equity Income since Jun 05 2020 to Jan 31 2023
BNY Mellon UK Income since Sep 25 2020 to Apr 21 2022
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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