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You are here: Manager factsheet

James Lydotes

BNY Mellon Fund Managers Ltd, BNY Mellon Fund Management (Lu
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Manager profile
Jim is the lead portfolio manager of the Global Infrastructure Dividend Focus Equity and Global Healthcare REIT strategies and a senior research analyst on the Global Equity team, primarily focused on the International Equity and International Small Cap Equity strategies. He is responsible for research coverage of the non-US Health Care, Utilities, Information Technology and Telecommunication Services sectors, in addition to assisting in the development and enhancement of the team's quantitative stock selection models. Before joining the firm, Jim served as a fixed income business analyst at Wellington Management Co. Jim received a BA in economics from Syracuse University, holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Boston Security Analysts Society.
Total return for James Lydotes
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 : James Lydotes

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
James Lydotes 10.3 -6.4 20.9 6.1 -11.5 -1.2 - - - -
Peer Group Composite 9.6 -3.7 8.6 13.8 4.6 3.4 - - - -
Over / Under 0.7 -2.7 12.3 -7.7 -16.1 -4.6 - - - -
Performance vs peer group composite: James Lydotes
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 6
Overall markets
Underperformed peer group composite
4 years
out of a possible 6
Rising markets
Outperformed peer group composite
2 years
out of a possible 5
Falling markets
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon Global Infrastructure Income Co-managed UT Infrastructure since Aug 07 2018 to present
BNY Mellon Global Infrastructure Income Lead manager FO Equity - Other Specialist since Aug 13 2018 to present
BNY Mellon Global Equity Income Lead manager FO Equity - Ethical since Feb 01 2023 to present
BNY Mellon Global Income Lead manager UT Global Equity Income since Sep 01 2023 to present
BNY Mellon Small Cap Euroland Lead manager FO Equity - Small Cap Europe since Feb 08 2024 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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