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You are here: Manager factsheet

Jon Bell

BNY Mellon Fund Managers Ltd, BNY Mellon Fund Management (Lu
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Manager profile
Through his tenure at Newton, Jon has led both the global equity and multi-asset strategies and been responsible for a number of multi-asset and global equity portfolios. As well as his extensive investment roles at the firm, he has also spent time as a member of the commercial team involved in discussing client portfolios and tailoring strategies to meet client requirements. He sits on Newton’s investment risk oversight groups. Jon joined the Newton equity income strategy in March 2020, and is responsible for both core and sustainable global equity income strategies. Jon joined Newton in 1995 and has a degree in natural sciences from Cambridge University.
Total return for Jon Bell
Discrete calendar year performance : Jon Bell

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
Jon Bell 13.2 4.5 9.7 17.0 11.5 - - - - -
Peer Group Composite 10.9 9.8 4.5 9.9 18.7 - - - - -
Over / Under 2.3 -5.3 5.2 7.1 -7.2 - - - - -
Performance vs peer group composite: Jon Bell
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 5
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon Global Income Co-managed (deputy) IA Global Equity Income since Jun 01 2020 to present
BNY Mellon Sustainable Global Equity Income Lead manager IA Global Equity Income since Jun 05 2020 to present
BNY Mellon Global Equity Income Co-managed (deputy) FO Equity - Ethical since Feb 10 2023 to present
Funds managed previously
Fund Periods
BNY Mellon Sustainable Global Equity since Mar 05 2008 to Oct 30 2012
BNY Mellon Global Equity Income since Jun 05 2020 to Jan 31 2023
BNY Mellon UK Income since Sep 25 2020 to Apr 21 2022
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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