BNY Mellon Investment Funds - Newton Real Return Fund A Sterling Income

Register to Unlock Ratings
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
Inception Date27/10/2000
Fund Advisor(s)
Newton Investment Management Ltd
Fund ManagerAndrew Warwick
Manager Start Date31/12/2018
Career Start Year1993
University of Leicester, MSc
Andy is a global portfolio manager of the Real Return strategy. Together with Aron Pataki and Suzanne Hutchins, Andy is responsible for the final capital allocation decisions on the strategy. Andy started his career at Mercury Asset Management in 1993 as a unit trust dealer before joining the quant and derivatives team to focus on managing synthetic portfolios for clients and trading equity derivatives for the firm. In 2006, Andy joined the multi-asset team at BlackRock where he was responsible for managing absolute and relative return mandates, as well as the head of research specialising in equity thematic views and risk premia strategies. Andy has an MSc in Finance from Leicester University and is a CFA charterholder. Andy plays in a rock band in his spare time and enjoys playing, writing and recording music.
Fund ManagerAron Pataki
Manager Start Date01/02/2019
Career Start Year2002
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. Together with Suzanne Hutchins and Andy Warwick, Aron is responsible for the final capital allocation decisions on the 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.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures