Robert Hay | Fund manager factsheet | Newton & BNY Mellon Asset Mgmt

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FE Trustnet Fund managers

Manager factsheet

Robert Hay
Newton & BNY Mellon Asset Mgmt, BNY Mellon Asset Management
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	FE Trustnet verdict Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stockpicking has had a material positive impact on results, which have tended to be relatively better in a falling market.

Manager profile

Robert Hay is an Investment manager - global funds.And Member of the global investment meeting ,Member of global equity model group.His Qualification is CFA charterholder and MA.He is experienced from 2000 - 2009 Newton Investment Management– Associate Director of Investment Management private investment management and 2009 to date Newton Investment Management – Investment manager global funds.An experienced global equities investment manager, since 2003 Robert has played an important role as part of the team responsible for managing pooled funds for Newton's private clients and private unit trusts for wealthy families. In this role Robert has managed various equity and multi-asset strategies, including International Equity (World ex US) and concentrated global portfolios, with a particular emphasis on a committed investment approach.

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Robert Hay is a FE Trustnet FE Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 9.2 years

+11.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Robert Hay	26.5	39.3	40.1	90.9	-
Peer Group Composite	26.9	32.1	28.1	46.8	-
Over / Under	-0.4	7.2	12.0	44.1	-

Total return for Robert Hay

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

0-36m

12-48m

24-60m

36-72m

48-84m

Discrete calendar year performance : Robert Hay

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Robert Hay	26.5	-4.1	14.8	24.1	-18.7	8.4	25.8	21.0	18.6	-
Peer Group Composite	26.9	-7.5	12.6	22.9	-21.6	-3.1	18.3	18.8	14.1	-
Over / Under	-0.4	3.4	2.2	1.2	2.9	11.5	7.5	2.2	4.5	-

Performance vs peer group composite: Robert Hay

How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

8 years

out of a possible 9

Overall markets

Underperformed peer group composite

1 year

out of a possible 9

Rising markets

Outperformed peer group composite

5 years

out of a possible 6

Falling markets

Outperformed peer group composite

3 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Newton Falcon	Lead manager	UT Global	since Mar 31 2004 to present
BNY Mellon Global Opportunities	Lead manager	FO Equity - International	since Feb 01 2009 to present
Newton Global Opportunities	Lead manager	UT Global	since Mar 23 2009 to present
BNY Mellon Global Equity Higher Income	Co-managed (deputy)	FO Equity - International	since Jul 29 2010 to present

Funds managed previously

Fund	Periods

Newton Global Higher Income	since Mar 23 2009 to Aug 09 2012

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