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You are here: Manager factsheet

John C. Bailer

BNY Mellon Fund Management (Lu, BNY Mellon Fund Managers Ltd
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Manager profile
John is a member of Newton’s equity income team and is the lead portfolio manager for dividend-focused Large Cap Value strategies. John is responsible for creating the Income Stock strategy to meet demand from clients seeking attractively valued higher dividend income while not sacrificing dividend growth. He is also the lead portfolio manager for the Equity Income strategy, which emphasizes dividend growth stocks, and a senior research analyst on the Dynamic Large Cap Value strategy. John joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, John was a senior portfolio manager and analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). He has managed dividend strategies for the firm since 2005. Previously, John was Chair of Mellon’s Proxy & Governance committee.John began his investment career in 1992 and has spent his entire career with BNY Mellon. John has a BS with distinction in Accounting and Information Management Systems from Babson College and an MS in Finance from Boston College. He received his CFA1 designation in 1997 and is a member of the CFA Institute and the CFA Society Boston.
Total return for John C. Bailer
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
Discrete calendar year performance : John C. Bailer

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
John C. Bailer 17.7 -3.2 23.9 30.7 -7.4 3.3 6.1 - - -
Peer Group Composite 21.2 2.8 4.9 24.6 11.0 6.6 9.5 - - -
Over / Under -3.5 -6.0 19.0 6.1 -18.4 -3.3 -3.4 - - -
Performance vs peer group composite: John C. Bailer
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
Outperformed peer group composite
2 years
out of a possible 7
Overall markets
Underperformed peer group composite
5 years
out of a possible 7
Rising markets
Outperformed peer group composite
2 years
out of a possible 7
Falling markets
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon US Equity Income Fund Lead manager FO Equity - USA since Jan 17 2017 to present
BNY Mellon US Equity Income Lead manager UT North America since Dec 04 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
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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