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26/11 - 關閉. GBP 貨幣
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- 總資產: 23.61M
BNY Mellon Global Funds PLC - BNY Mellon Global Eq
2.352
-0.001
-0.06%
0P0000XTSQ綜觀
你可在本頁找到深入的BNY Mellon Global Equity Income Fund Sterling W Inc公司檔案，包括0P0000XTSQ的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
投資策略
該成分基金的目標是旨在透過主要投資於環球股本及股本相關證券，產生年度分派並達致長期資本增長。該成分基金將主要（即以其資產淨值最少四分之三）投資於位於全球各地在合資格市場上市或買賣的公司的股本及 股本相關證券，包括但不限於可轉換優先股、認股權證（最高為成分基金資產淨值的 10%）及可換股債券（最高為 成分基金資產淨值的 10%及無獲任何認可評級機構評級）的組合。選股專注於擁有強勁基本因素、估值吸引且符合投資經理的收益準則（考慮到該成分基金的投資目標）的公司，以求達致年度分派及長期資本增長。 成分基金為執行促進環境和社會特色的投資方針，將排除直接投資於投資經理認為實質參與以下活動的公司： 1. 煙草生產 2. 煙草及配套產品的分銷 3. 爭議性武器的生產 4. 酒精飲品的生產 5. 博彩 6. 成人娛樂 7. 動力煤開採 實際參與是由投資經理設定的收入門檻所釐定，該等收入門檻可視乎有關的活動而有所不同。投資經理使用外界資 料供應商的資訊識別評估公司參與的範疇。 成分基金亦排除直接投資於投資經理認為違反《聯合國全球契約原則》（包括與人權、勞工、環境和反貪腐相關的 原則）的公司。
聯絡資訊
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| James A. Lydotes | Deputy Chief Investment Officer | 2023 | now |
| 自傳 | Jim is Newton’s deputy chief investment officer of equity. He is the lead portfolio manager for the Global Infrastructure Dividend Focus Equity, International Equity, International Small Cap Equity and Global Healthcare REIT strategies. Jim has been the lead portfolio manager on the Global Infrastructure Dividend Focus Equity and Global Healthcare REITs strategies since their inceptions in 2011 and 2015 respectively, engineering both outcome-oriented income strategies to provide exposure to distinct themes in a risk-aware framework. | ||
| Jonathan Bell | Portfolio Manager | 2020 | now |
| 自傳 | Through his tenure at Newton, Jon has led both the global equity and multi-asset teams 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 team 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. | ||
| Robert Hay | Portfolio Manager | 2020 | now |
| 自傳 | Robert has been lead manager of the Newton Concentrated Global Equity strategy. In late March 2020 it was announced Rob would move into the Newton equity income team during Q2 2020 to work with the team on Newton global equity income strategies. 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 outdoors with his young family and is looking forward to travelling with them as they get older. | ||
| Ilga Haubelt | Investment Leader | 2020 | 2022 |
| 自傳 | Ilga joined Newton in 2019 to head up the firm’s equity income team and is part of the management team for the Newton Global Equity Income strategy. Prior to joining Newton, Ilga was head of Global Equities at Deka Investments, where she oversaw a team of more than 20 portfolio managers with €15bn of assets under management. She was also the lead manager of Deka’s flagship global equity income fund. Before joining Deka Investments, Ilga was a portfolio manager and research analyst at Union Investment, where she was lead manager of a North American generalist equities fund, a REIT, and a global listed real estate equities fund. Ilga began her asset management career with Munich Ergo Asset Management (MEAG) as a real estate specialist. Ilga has a PhD in economics, as well as masters degrees in economics and Roman languages, from the University of Freiburg in Germany. Outside of work, IIga enjoys spending time with her family and friends, travelling, visiting arts exhibitions, learning to play the viola and reading. | ||
| Paul Flood | Head of Mixed Assets Investment | 2020 | 2022 |
| 自傳 | 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 | ||
| Andrew MacKirdy | investment manager | 2019 | 2020 |
| 自傳 | Andrew MacKirdy is an investment manager and member of the global equity team at Newton, which he joined in September 2018. Prior to joining Newton, Mr. MacKirdy was a global equity portfolio manager at Polar Capital since 2012. | ||
| Nick Clay | Specialist Benchmark Manager | 2010 | 2020 |
| 自傳 | Nick Clay is an investment manager and member of the global equity team at Newton, which he joined in 2000. He graduated in 1990 with a degree in Economics and Philosophy. He joined the Sun Alliance UK Equity Team. After gaining his professional qualifications to become a member of the Institute of Investment Management and Research, Nick moved to Provident Mutual Investment Managers. He joined Newton in November 2000 as a Specialist Benchmark Manager. Prior to joining Newton, Nick acquired a range of experience as a UK equities manager at Morley Fund Management and as an analyst at Sun Alliance. Nick attended Leeds University and is an associate member of the UK Society of Investment Professionals. | ||
| Ian Clark | - | 2010 | 2018 |
| 自傳 | Mr. Clark is a director of Walter Scott and joined the firm in 1983. | ||
| Terry Coles | Assistant Director | 2015 | 2017 |
| 自傳 | Mr. Coles is a portfolio manager on the global equities team at Newton, where he has been employed since 2010. In addition, Newton's responsible investment team, led by Rob Stewart, will be responsible for the fund's fundamental ESG research and analysis, controversy monitoring, company engagement and active proxy voting. | ||
| James Harries | Portfolio Manager | 2010 | 2015 |
| 自傳 | James is the Senior Fund Manager and has 23 years’ investment experience, and has managed global equity portfolios since 2002. Joining Troy in 2016 to establish the Trojan Global Income Fund, James was previously a Fund Manager at Newton Investmen. He was also the alternate manager on the Newton Real Return Fund. James graduated from Bristol University with a BSc in Politics, before completing his Masters in Finance at the London Business School. He holds the ASIP qualification and is an Associate Member of the CFA Society of the UK. | ||
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