BNY Mellon Investment Funds - Newton Multi-Asset Balanced Fund T Accumulation

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Management
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date05/11/2021
Fund Advisor(s)
Newton Investment Management Ltd
Fund ManagerSimon Nichols
Manager Start Date13/02/2013
Career Start Year1995
Education
1995, University of Nottingham, B.A.
 
Biography
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 at 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.
Fund ManagerPaul Flood
Manager Start Date01/07/2022
Career Start Year2004
Education
University of St Andrews, B.S.
 
Biography
Paul is Head of Mixed Assets Investment at Newton. He is also lead manager of Newton Multi-Asset Diversified Return strategy, the Newton Multi-Asset Income strategy and the Newton Multi-Asset Growth strategy. He also provides leadership and analysis on asset allocation, derivatives and convertible bonds for the wider firm, having spent the earlier part of his career working on strategic asset allocation and derivative strategy. Paul is responsible for generating ideas within alternative assets and has been leading in this area since 2008. He is a member of the macro allocation group and provides feedback to the wider house on strategic and tactical asset allocation. Paul joined Newton in 2004. He is a CFA1 charterholder and has completed the certificate in quantitative finance (CQF) after passing with distinction. Paul studied Astrophysics at the University of St Andrews and is a keen cyclist and runner, having recently cycled the length of the UK from Land’s End to John O’Groats and often participates in marathons. Joined Newton: 2004 Joined industry: 2004
Fund ManagerBhavin Shah
Manager Start Date05/01/2018
Career Start Year2004
 
Biography
Bhavin joined Newton in June 2011 as a portfolio manager in the mixed assets investment team. Prior to joining Newton, he worked at SG Hambros for seven years where he was responsible for managing client portfolios focused on absolute return and multi-asset strategies. Bhavin is co-lead manager on a numerous multi-asset accounts at Newton. In addition to portfolio management responsibilities, Bhavin is 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 CFA charterholder.
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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(https://www.morningstar.com/research/signature)
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