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You are here: Manager factsheet

Aron Pataki

BNY Mellon Fund Management (Lu, BNY Mellon Fund Managers Ltd
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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. Poor stock picking has had a material downward effect on results, which have not been particularly exposed to falling markets.
Manager profile
Aron is a global portfolio manager and risk strategist for the real return portfolios, with a particular focus on the use of derivatives and hedging. He is also the lead manager on the Euro real return strategy. Aron joined Newton in 2006 as a member of the portfolio analytics team, where he was responsible for risk analysis and portfolio construction across Newton’s institutional and retail portfolios. Previously, he worked as a quantitative analyst at Lacima Group.
Total return for Aron Pataki
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
 
 
 
 
 
10-46m
 
 
 
 
 
 
 
 
 
22-58m
 
 
 
 
 
 
 
 
 
34-70m
 
 
 
 
 
 
 
 
 
46-82m
 
 
 
 
 
 
 
 
 
58-94m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Aron Pataki

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
Aron Pataki 1.0 10.5 -1.1 0.3 15.6 0.5 2.3 2.6 - -
Peer Group Composite -0.9 3.8 0.3 9.4 14.3 -0.8 4.1 8.4 - -
Over / Under 1.9 6.7 -1.4 -9.1 1.3 1.3 -1.8 -5.8 - -
Performance vs peer group composite: Aron Pataki
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
4 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
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 GBP Co-managed FO Mixed Asset - Flexible since Jun 14 2012 to present
BNY Mellon Global Real Return EUR Co-managed FO Mixed Asset - Flexible since Dec 14 2015 to present
BNY Mellon Global Real Return USD Co-managed FO Mixed Asset - Flexible since Jul 01 2018 to present
BNY Mellon Real Return Co-managed IA Targeted Absolute Return since Aug 01 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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