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You are here: Manager factsheet

Bhavin Shah

 FE fundinfo Alpha Manager
BNY Mellon Fund Management (Lu, BNY Mellon Fund Managers Ltd
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Manager profile
Bhavin joined Newton in June 2011 as a portfolio manager within the multi-asset team. Prior to joining Newton, he worked at SG Hambros for 7 years where he was responsible for managing client portfolios focused on absolute return & multi-asset strategies. Bhavin is co-lead manager on a numerous multi asset accounts at Newton. In addition to portfolio management responsibilities, Bhavin is also a member of the Investment Risk Oversight Group and is a co-lead of our Net Effects thematic group, which focuses on digitalisation trends. Bhavin holds an MSc in Mathematics with distinction and is a CFA1 charterholder.
Total return for Bhavin Shah
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
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Bhavin Shah

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
Bhavin Shah 14.0 3.0 -2.7 14.7 7.8 14.2 0.6 - - -
Peer Group Composite 12.6 2.3 -6.3 12.0 7.2 7.6 -1.3 - - -
Over / Under 1.4 0.7 3.6 2.7 0.6 6.6 1.9 - - -
Performance vs peer group composite: Bhavin Shah
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
7 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 5
 
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 Sustainable Global Multi-Asset Lead manager FO Mixed Asset - Flexible since Dec 06 2017 to present
Newton Ethically Screened Fund for Charities Lead manager UT Flexible Investment since Jul 02 2018 to present
BNY Mellon Multi-Asset Global Balanced Co-managed UT Mixed Investment 40-85% Shares since Jul 01 2020 to present
BNY Mellon Multi-Asset Balanced Co-managed UT Mixed Investment 40-85% Shares since Jul 31 2020 to present
BNY Mellon Multi-Asset Growth Co-managed UT Flexible Investment since Jul 31 2020 to present
BNY Mellon Sustainable Growth & Income for Charities Lead manager UT Flexible Investment since Oct 08 2020 to present
BNY Mellon Multi-Asset Diversified Return Co-managed (deputy) UT Targeted Absolute Return since Feb 13 2023 to present
BNY Mellon FutureLegacy 3 Co-managed UT Volatility Managed since Mar 31 2023 to present
BNY Mellon FutureLegacy 4 Co-managed UT Volatility Managed since Mar 31 2023 to present
BNY Mellon FutureLegacy 5 Co-managed UT Volatility Managed since Mar 31 2023 to present
BNY Mellon FutureLegacy 6 Co-managed UT Volatility Managed since Mar 31 2023 to present
BNY Mellon FutureLegacy 7 Co-managed UT Volatility Managed since Mar 31 2023 to present
Funds managed previously
Fund Periods
BNY Mellon 50/50 Global Equity since Jan 05 2018 to fund close
BNY Mellon Multi-Asset Diversified Return since Apr 15 2013 to Dec 31 2014
BNY Mellon Food Innovation since Jan 12 2021 to Mar 11 2022
BNY Mellon Global Multi-Asset Income since Aug 01 2020 to fund close
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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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