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You are here: Manager factsheet

Andy Warwick
BNY Mellon Fund Management (Lu, BNY Mellon Fund Managers Ltd
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Manager profile
Andy is a global portfolio manager of the Real Return strategy. Together with Aron and Suzanne, Andy is responsible for the final capital allocation decisions on the strategy. Andy started his career at Mercury Asset Management in 1993 as a unit trust dealer before joining the Quant & Derivatives team to focus on managing synthetic portfolios for clients and trading equity derivatives for the Firm. In 2006, Andy joined the multi-asset team at BlackRock where he was responsible for managing absolute and relative return mandates as well as the head of research specialising in equity thematic views and risk premia strategies.
Total return for Andy Warwick
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Andy Warwick

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
Andy Warwick - - -3.8 5.2 6.7 7.4 - 10.6 3.5 -2.9
Peer Group Composite - - -5.1 5.9 4.8 7.8 - 7.6 8.5 1.2
Over / Under - - 1.3 -0.7 1.9 -0.4 - 3.0 -5.0 -4.1
Performance vs peer group composite: Andy Warwick
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 7
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
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 Global Real Return EUR Co-managed FO Mixed Asset - Flexible since Feb 08 2024 to present
BNY Mellon Global Real Return USD Co-managed FO Mixed Asset - Flexible since Feb 08 2024 to present
BNY Mellon Real Return Co-managed IA Targeted Absolute Return since Mar 11 2024 to present
Funds managed previously
Fund Periods
BlackRock GF ESG Multi Asset since Sep 01 2008 to Apr 30 2018
BlackRock Balanced Growth Portfolio since Mar 07 2011 to Apr 30 2018
BlackRock SF Dynamic Diversified Growth since Feb 20 2013 to Apr 30 2018
BlackRock Global Multi Asset Income since May 01 2009 to Mar 31 2014
BlackRock BCIF Balanced Managed since Apr 01 2014 to Apr 30 2018
BNY Mellon Global Real Return USD since Dec 31 2018 to Jan 25 2023
BlackRock Dynamic Return Strategy since Sep 18 2013 to Aug 21 2017
BNY Mellon Global Real Return EUR since Dec 31 2018 to Oct 31 2022
BlackRock Active Managed Portfolio since Mar 07 2011 to fund close
BNY Mellon Global Real Return GBP since Dec 31 2018 to Oct 31 2021
BlackRock BGF Global Multi-Asset Income since Jun 28 2012 to Oct 31 2013
BlackRock SF European Credit Strategies since Feb 20 2013 to Jun 30 2013
BlackRock Dynamic Diversified Growth since Nov 01 2015 to Jan 31 2016
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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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