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You are here: Manager factsheet

Tim Lucas

BNY Mellon Fund Managers Ltd
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Manager profile
Tim is a member of the equity income team at Newton, with a focus on researching and analysing securities within the Newton UK equity income strategy. Tim joined Newton in 2004, and prior to joining the equity income team, was a global research analyst specialising in the support services and leisure sectors. Prior to joining Newton, Tim worked as an equity analyst at Insight Investment, covering the chemicals and support services sectors.Tim has a Master of Chemistry degree from the University of Oxford and is a CFA1 charterholder. Outside of work, Tim enjoys reading about Austrian economics and tending his rockery which contains 90 different types of azaleas and rhododendrons.
Total return for Tim Lucas
Discrete calendar year performance : Tim Lucas

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
Tim Lucas 18.1 3.4 13.6 - - - - - - -
Peer Group Composite 14.7 -1.9 4.8 - - - - - - -
Over / Under 3.4 5.3 8.8 - - - - - - -
Performance vs peer group composite: Tim Lucas
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
3 years
out of a possible 3
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon UK Income Co-managed UT UK Equity Income since Nov 01 2021 to present
BNY Mellon Sustainable UK Opportunities Lead manager UT UK All Companies since May 30 2024 to present
BNY Mellon UK Equity Lead manager UT UK All Companies since May 30 2024 to present
Funds managed previously
Fund Periods
BNY Mellon UK Income since Oct 01 2021 to Oct 31 2021
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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