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You are here: Manager factsheet

Simon Nichols
BNY Mellon Fund Managers Ltd, BNY Mellon Fund Management (Lu
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Manager profile
Simon is a portfolio manager on the equity opportunities team responsible for manging both global equity and multi-asset portfolios. Simon joined Newton in 2001 and was responsible for research into a number of global industrial sectors before moving to portfolio management. Simon's experience includes managing global. multi-asset. charity and UK equity portfolios, Simon Is a chartered accountant (ACA) and prior to joining Newton he worked in both audit and insolvency practices et leading accountancy firms. He is a CFA charterholder, a member of the Chartered Institute for Securities and Investment (MCSI) and also holds a BA (Hons) degree in Industrial Economics from The University of Nottingham. Outside of work, Simon is a keen runner and is an active member of his son’s local junior sports teams.
Total return for Simon Nichols
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
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Simon Nichols

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
Simon Nichols 17.9 4.6 -4.1 18.4 -0.1 11.4 2.2 9.6 6.3 4.0
Peer Group Composite 16.7 3.3 -6.6 15.1 1.2 9.4 -0.7 12.6 10.6 1.7
Over / Under 1.2 1.3 2.5 3.3 -1.3 2.0 2.9 -3.0 -4.3 2.3
Performance vs peer group composite: Simon Nichols
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 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 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 Growth and Income For Charities Lead manager IA Unclassified since Nov 21 2017 to present
BNY Mellon Multi-Asset Global Balanced Co-managed IA Mixed Investment 40-85% Shares since Jul 01 2020 to present
BNY Mellon Multi-Asset Balanced Co-managed IA Mixed Investment 40-85% Shares since Jul 31 2020 to present
BNY Mellon Multi-Asset Growth Co-managed IA Flexible Investment since Jul 31 2020 to present
BNY Mellon Global Opportunities Co-managed IA Global since Jan 01 2021 to present
BNY Mellon Global Opportunities Co-managed FO Equity - International since Feb 01 2021 to present
BNY Mellon Global Equity Co-managed IA Global since Sep 01 2021 to present
Funds managed previously
Fund Periods
BNY Mellon 50/50 Global Equity since Jan 01 2016 to fund close
BNY Mellon UK Equity since Oct 01 2005 to Feb 12 2013
BNY Mellon Sustainable Growth & Income for Charities since Feb 07 2014 to Oct 07 2020
Osprey since Mar 10 2016 to Jul 31 2020
BNY Mellon Cautious Managed since Oct 01 2009 to Jun 17 2013
BNY Mellon Multi-Asset Balanced since Feb 13 2013 to Nov 30 2014
BNY Mellon UK Equity since Apr 28 2016 to Nov 20 2017
BNY Mellon Sustainable UK Opportunities since Jul 01 2019 to Dec 31 2020
BNY Mellon UK Equity since Jul 01 2019 to Dec 31 2020
BNY Mellon Sustainable Global Equity since Sep 01 2021 to Feb 22 2023
BNY Mellon UK Equity Fund since Jan 01 2006 to Aug 31 2006
BNY Mellon Maiden since Nov 21 2017 to Feb 28 2018
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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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