Newton Oriental Inst Acc (FUND:B070336) - Fund price


Fund Report

BNY Mellon Investment Funds - Newton Oriental Fund Institutional Accumulation

Management
Name of CompanyBNY Mellon Fund Managers Limited
Fund CompanyBNY Mellon
Phone-
Websitewww.bnymellonim.co.uk
AddressBNY Mellon Fund Managers Limited
The Bank of New York Mellon Centre
160 Queen Victoria Street
London, EC4V 4LA
London
United Kingdom
Fund
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date25/01/2007

Fund Advisor(s)

Newton Investment Management Ltd
Managers
Fund ManagerRobert Marshall-Lee
Manager Start Date01/07/2019
EducationDurham University, B.S.
BiographyRobert is investment leader of the Emerging and Asian equity team. He is the lead manager of the Newton Global Emerging Markets Fund and a member of the team managing the Asian Income strategy. Since joining Newton in 1999, Robert has worked as a global industry analyst specialising in the mining, paper, steel, tobacco and utility sectors, before becoming a portfolio manager. Since early 2011, Robert has been the lead manager on our emerging market equity strategies. Robert began his career at Deloitte & Touche as a supervisor in the financial services practice. He holds the ACA (Chartered Accountant) and ASIP (Investment) qualifications. 16 years at Newton 20 years’ investment experience
Fund ManagerNaomi Waistell
Manager Start Date01/07/2019
EducationUniversity College–London, B.A.
University College–London, M.A.
BiographyMs. Waistell has been an investment manager on the emerging markets and Asian equity team at Newton since September 2014, prior to which she was an investment manager on the European and Global equity teams at Newton, where she has been employed since February 2010. Ms. Whitbread is an investment manager on the emerging markets equities team at Newton, where she was employed from 2005 to 2010 and rejoined in January 2011. Naomi began her career as an associate at Praefinium Partners Investment Management before moving to gain further experience at a financial consultancy arm of the Capita Group.
Fund ManagerSophia Whitbread
Manager Start Date01/07/2019
BiographySophia is a portfolio manager on the Emerging and Asian equity team. She joined Newton in 2005 as a financials analyst, specialising in the banking sector. She held additional, and specific, responsibilities for the asset management and the life insurance sectors, with coverage of all sectors on a global basis. She moved to Edinburgh briefly in 2010, working for Baillie Gifford, before returning to Newton in January 2011 to assume her current role. She is lead manager of the Emerging Income Fund; alternate manager of the Global Emerging Markets Fund; and a member of the team managing the Asian Income strategy. Sophia holds both MA (Hons) and MPhil degrees in Classics from the University of Cambridge. Sophia is a CFA charterholder.
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2019 Morningstar. All rights reserved.