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You are here: Manager factsheet

Carl Shepherd
BNY Mellon Fund Management (Lu, BNY Mellon Fund Managers Ltd
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Manager profile
Carl is a portfolio manager in the fixed income team. He focuses predominantly on emerging market government bonds, and manages the emerging market bond portion of the global dynamic and global bond portfolios. He also manages some gilt portfolios and has previous experience of managing short-dated government bond, and money market funds. In addition to his work as a portfolio manager, Carl is a member of the cash focus, weekly credit, bond/FX and emerging markets strategy groups.Prior to joining Newton in 2002, Carl worked as a performance specialist in the defined contributions pensions team at Legal & General. Carl has a BA (Hons) an MBA and the IMC certificate. Outside of work, Carl enjoys walking.
Total return for Carl Shepherd
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
 
 
 
 
 
56-92m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Carl Shepherd

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
Carl Shepherd 1.5 -0.4 -5.9 -3.8 3.9 - - - - -
Peer Group Composite 8.1 0.6 -4.5 2.3 2.5 - - - - -
Over / Under -6.6 -1.0 -1.4 -6.1 1.4 - - - - -
Performance vs peer group composite: Carl Shepherd
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
1 year
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon Global Dynamic Bond Co-managed FO Fixed Int - Global since Jan 31 2019 to present
BNY Mellon Global Dynamic Bond Co-managed UT Targeted Absolute Return since Jan 31 2019 to present
BNY Mellon Global Dynamic Bond Income Co-managed UT Sterling Strategic Bond since Jan 31 2019 to present
BNY Mellon Sustainable Global Dynamic Bond Co-managed FO Fixed Int - Global High Yield since Jan 30 2020 to present
BNY Mellon Sustainable Global Dynamic Bond Co-managed UT Targeted Absolute Return since Jan 30 2020 to present
Funds managed previously
Fund Periods
BNY Mellon Global Dynamic Bond since Feb 01 2019 to Nov 30 2023
BNY Mellon Global Bond since Feb 01 2019 to Apr 30 2023
BNY Mellon International Bond since Feb 01 2019 to Oct 31 2021
BNY Mellon Sustainable Global Dynamic Bond since Feb 25 2019 to Nov 02 2020
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Where have all the defaults gone? By BNY Mellon Investment Management  26-Jul-2024
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Group Why Walter Scott is cautious on Japan excitement By BNY Mellon Investment Management  26-Jul-2024
Group Four hallmarks of a quality company By BNY Mellon Investment Management  26-Jul-2024
Sector M&G bond guru Jim Leaviss is retiring, but are there funds worth switching to? By Matteo Anelli  25-Jul-2024
Group The best of the best: Funds with top long-term performance, a leading manager and the highest Crown Ratings By Jonathan Jones  24-Jul-2024
Group Hargreaves Lansdown’s five-fund ‘Olympic’ portfolio By Matteo Anelli  23-Jul-2024
Group The most bought and sold multi-asset funds in H1 2024 By Jean-Baptiste Andrieux  18-Jul-2024
Group The UK equity funds beating the average tech fund By Gary Jackson  18-Jul-2024
Group The most sought-after and shunned global funds of 2024 so far By Emma Wallis  17-Jul-2024
Group The merits of UK and European corporate debt By BNY Mellon Investment Management  16-Jul-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.

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