This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here



It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Andy Warwick

BNY Mellon Fund Management (Lu, BNY Mellon Fund Managers Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
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
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 : 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 1.0 12.2 -0.5 8.9 5.4 -2.6 5.2 9.6 5.1 1.1
Peer Group Composite -0.9 8.4 -1.4 7.9 9.7 2.2 5.9 9.9 4.8 2.4
Over / Under 1.9 3.8 0.9 1.0 -4.3 -4.8 -0.7 -0.3 0.3 -1.3
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
Outperformed peer group composite
5 years
out of a possible 10
Overall markets
Underperformed peer group composite
5 years
out of a possible 10
Rising markets
Outperformed peer group composite
3 years
out of a possible 8
Falling markets
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon Global Real Return EUR Co-managed FO Mixed Asset - Flexible since Dec 31 2018 to present
BNY Mellon Global Real Return GBP Co-managed FO Mixed Asset - Flexible since Dec 31 2018 to present
BNY Mellon Global Real Return USD Co-managed FO Mixed Asset - Flexible since Dec 31 2018 to present
BNY Mellon Real Return Co-managed IA Targeted Absolute Return since Dec 31 2018 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
BlackRock Dynamic Return Strategy since Sep 18 2013 to fund close
BlackRock Active Managed Portfolio since Mar 07 2011 to fund close
BlackRock GF 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
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.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close