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You are here: Manager factsheet

Robert Hay
BNY Mellon Fund Managers Ltd, BNY Mellon Fund Management (Lu
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Manager profile
Robert is a portfolio manager of the Newton Global Equity Income strategy. Robert began his career in the private client investment division at Newton in 2000 and has managed a variety of global equity mandates. Robert has an MA from Edinburgh University, a Master’s in European Business from the EAP European School of Management in Paris and is a CFA charterholder. Outside of work, Robert enjoys spending time with his family, the great outdoors and travelling. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Total return for Robert Hay
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
 
 
 
 
 
63-99m
 
 
 
 
 
 
 
 
 
75-111m
 
 
 
 
 
 
 
 
 
87-123m
 
 
 
 
 
 
 
 
 
99-135m
 
 
 
 
 
 
 
 
 
111-147m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Robert Hay

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
Robert Hay 13.9 2.9 10.5 16.2 5.8 19.8 3.2 5.5 23.1 6.1
Peer Group Composite 15.8 6.9 1.9 11.4 12.7 15.2 -2.1 12.0 28.3 -2.8
Over / Under -1.9 -4.0 8.6 4.8 -6.9 4.6 5.3 -6.5 -5.2 8.9
Performance vs peer group composite: Robert Hay
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 8
 
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 Income Co-managed (deputy) UT Global Equity Income since Jun 01 2020 to present
BNY Mellon Sustainable Global Equity Income Co-managed (deputy) UT Global Equity Income since Sep 23 2022 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 Global Opportunities since Mar 01 2009 to Sep 30 2020
BNY Mellon Global Opportunities since Mar 23 2009 to Aug 31 2020
Volare Falcon since Mar 31 2004 to Jun 30 2013
BNY Mellon Global Income since Mar 23 2009 to Aug 09 2012
BNY Mellon Global Equity Income since Jun 05 2020 to Jan 31 2023
BNY Mellon Sustainable Global Equity Income since Jun 05 2020 to Sep 22 2022
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The most consistent UK funds of the decade By Patrick Sanders  24-Feb-2025
Sector The UK and global stocks managers have a long-term relationship with By Patrick Sanders  14-Feb-2025
Fund The equity income funds that have ticked all the boxes since 2022 By Gary Jackson  13-Feb-2025
Group The most bought and sold US funds of 2024 By Jonathan Jones  05-Feb-2025
Group What marks out the UK corporate bond market? By BNY Mellon Investment Management  30-Jan-2025
Group The business driving Moore's Law By BNY Mellon Investment Management  30-Jan-2025
Fund The most consistent global equity income funds of the decade By Patrick Sanders  22-Jan-2025
Sector Best buy lists: Who were the 2024 losers? By Matteo Anelli  20-Jan-2025
Group Where the bond market sell-off is hitting hardest for fund investors By Gary Jackson  14-Jan-2025
Sector The funds that turned investors’ heads in 2024 By Gary Jackson  13-Jan-2025
Sector How sustainable equity strategies performed last year By Emma Wallis  08-Jan-2025
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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