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2.564
+0.030
+1.05%
23/12 - 闭盘. USD 货币
- 晨星评级:
- 总资产: 6.82M
BNY Mellon Global Funds PLC - BNY Mellon Global Eq
2.564
+0.030
+1.05%
0P0000XTSS概述
本页面提供BNY Mellon Global Equity Income Fund USD W Acc的详细介绍，帮助您了解0P0000XTSS的高管、总资产、投资策略和联系方式等信息。
投资策略
该成分基金的目标是旨在透过主要投资于环球股本及股本相关证券，产生年度分派并达致长期资本增长。该成分基金将主要（即以其资产净值最少四分之三）投资于位于全球各地在合资格市场上市或买卖的公司的股本及股本相关证券，包括但不限于可转换优先股、认股权证（最高为成分基金资产净值的10%）及可换股债券（最高为成分基金资产净值的10%及无获任何认可评级机构评级）的组合。选股专注于拥有强劲基本因素、估值吸引且符合投资经理的收益准则（考虑到该成分基金的投资目标）的公司，以求达致年度分派及长期资本增长。成分基金为执行促进环境和社会特色的投资方针，将排除直接投资于投资经理认为实质参与以下活动的公司： 1. 烟草生产2. 烟草及配套产品的分销3. 争议性武器的生产4. 酒精饮品的生产5. 博彩6. 成人娱乐7. 动力煤开采实际参与是由投资经理设定的收入门槛所厘定，该等收入门槛可视乎有关的活动而有所不同。投资经理使用外界资 料供应商的资讯识别评估公司参与的范畴。成分基金亦排除直接投资于投资经理认为违反《联合国全球契约原则》（包括与人权、劳工、环境和反贪腐相关的 原则）的公司。
联络信息
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| James A. Lydotes | Deputy Chief Investment Officer | 2023 | now |
| 背景介紹 | 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 |
| 背景介紹 | 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 |
| 背景介紹 | 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 |
| 背景介紹 | 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 |
| 背景介紹 | 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 |
| 背景介紹 | 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 |
| 背景介紹 | 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 |
| 背景介紹 | Mr. Clark is a director of Walter Scott and joined the firm in 1983. | ||
| Terry Coles | Assistant Director | 2015 | 2017 |
| 背景介紹 | 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 |
| 背景介紹 | 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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