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You are here: Manager factsheet

Trevor Holder
BNY Mellon Fund Management (Lu, BNY Mellon Fund Managers Ltd
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Manager profile
Trevor is a portfolio manager in the fixed income team where he manages the emerging market government bond and currency portions of the global dynamic and global bond portfolios. He is also co-manager of the sustainable global dynamic and global bond strategies. Trevor joined Newton in 2006, and is a member of the bond/FX strategy and thematic investment groups.
Total return for Trevor Holder
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
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Trevor Holder

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
Trevor Holder 1.4 -3.9 -6.6 -9.0 5.7 5.3 - - - -
Peer Group Composite 7.4 2.1 -1.5 -0.5 3.4 5.8 - - - -
Over / Under -6.0 -6.0 -5.1 -8.5 2.3 -0.5 - - - -
Performance vs peer group composite: Trevor Holder
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 6
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 6
 
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 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
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
BNY Mellon Global Bond Co-managed (deputy) FO Fixed Int - Global since Dec 15 2023 to present
BNY Mellon International Bond Co-managed (deputy) UT Global Bonds since Dec 15 2023 to present
Funds managed previously
Fund Periods
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
BNY Mellon International Bond since Jun 01 2023 to Dec 14 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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