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You are here: Manager factsheet

Johnathan Bell

Standard Life Wealth, Newton & BNY Mellon Asset Mgmt
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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. Stockpicking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
He joined Newton Investment Management in 1995. He is a Director of Investment management (Global Funds). He is a associate Member of the United Kingdom Society of Investment Professionals (UKSIP), MA. He is responsible for handling Global Funds. He is a chairman of the Multi-Asset Model Group & the Research Prioritisation Group. He is al so the member of Global Investment Group & Portfolio Analysis Group.
Total return for Johnathan Bell
 
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 : Johnathan Bell

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Johnathan Bell 6.3 8.6 13.8 -4.0 9.8 11.8 -17.3 16.4 10.0 25.6
Peer Group Composite 5.4 12.8 11.5 -3.9 8.8 10.5 -18.0 12.3 9.5 23.3
Over / Under 0.9 -4.2 2.3 -0.1 1.0 1.3 0.7 4.1 0.5 2.3
Performance vs peer group composite: Johnathan Bell
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
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Stan Life Wealth Balanced Bridge Co-managed UT Mixed Investment 40%-85% Shares since Oct 01 2001 to present
Stan Life Wealth Bridge Co-managed (deputy) UT Flexible Investment since Nov 01 2004 to present
Newton 50/50 Global Equity Co-managed (deputy) UT Global since Nov 18 2013 to present
Funds managed previously
Fund Periods
Newton 50/50 Global Equity since Jun 30 2001 to Jun 30 2010
Newton Global Equity since Mar 05 2008 to Jan 16 2012