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You are here: Manager factsheet

Mr.. Philip Shucksmith
BNY Mellon Fund Managers Ltd, BNY Mellon Fund Management (Lu
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Manager profile
Philip joined the real return team in 2008. He is a CFA charter holder and has responsibility for managing corporate debt, infrastructure, convertible bonds and renewable energy holdings in the Fund.
Total return for Mr.. Philip Shucksmith
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
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Mr.. Philip Shucksmith

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
Mr.. Philip Shucksmith 10.4 -9.3 -11.5 8.5 5.9 9.8 -2.3 -2.2 7.7 -
Peer Group Composite 10.8 0.8 -6.0 8.0 1.3 5.5 -1.9 4.1 19.8 -
Over / Under -0.4 -10.1 -5.5 0.5 4.6 4.3 -0.4 -6.3 -12.1 -
Performance vs peer group composite: Mr.. Philip Shucksmith
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 9
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
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 Sustainable Real Return Co-managed UT Targeted Absolute Return since Apr 24 2018 to present
BNY Mellon Sustainable Global Real Return Co-managed FO Mixed Asset - Flexible since Feb 06 2020 to present
BNY Mellon Global Real Return GBP Co-managed FO Mixed Asset - Flexible since Feb 08 2024 to present
Funds managed previously
Fund Periods
BNY Mellon Global Real Return GBP since Jul 01 2018 to Jan 25 2023
BNY Mellon Global Real Return GBP since Dec 14 2015 to Jun 30 2018
BNY Mellon Future Earth since Jan 31 2022 to Nov 10 2023
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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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