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You are here: Manager factsheet

Isobel Lee
BNY Mellon Fund Management (Lu, Insight Investment Management, BNY Mellon Fund Managers Ltd
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Manager profile
Isobel joined Insight in April 1997 as a senior portfolio manager focusing on derivatives and fixed income. Before joining Insight, she worked at UBS for six years in government bond sales covering central banks and UK institutions. Isobel started her career at Greenwell Montagu working within fixed income sales. Isobel holds a BSc honours degree in Mathematics from Manchester University and a D.Phil in Mathematics from Wadham College, Oxford University. She also holds the Investment Management Certificate from the CFA Society of the UK. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Total return for Isobel Lee
Manager career performance
Discrete calendar year performance : Isobel Lee

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
Isobel Lee 3.6 -3.3 -6.1 -7.9 -3.9 8.9 3.2 1.1 9.2 7.9
Peer Group Composite 4.5 3.1 -3.0 -5.4 2.2 4.6 3.1 0.7 10.8 4.6
Over / Under -0.9 -6.4 -3.1 -2.5 -6.1 4.3 0.1 0.4 -1.6 3.3
Performance vs peer group composite: Isobel Lee
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 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon Euroland Bond Co-managed (deputy) FO Fixed Int - EUR since Apr 28 2003 to present
Insight Global (ex-UK) Bond Lead manager FO Fixed Int - Global since Sep 21 2007 to present
BNY Mellon Global Aggregate Bond Co-managed (deputy) FO Fixed Int - Global since Jul 16 2024 to present
BNY Mellon Gilt Co-managed UT UK Gilts since Nov 16 2024 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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