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You are here: Manager factsheet

Matthew Brown
BNY Mellon Fund Managers Ltd, BNY Mellon Fund Management (Lu
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Manager profile
Matthew is a global multi-asset manager. He is a member of the multi-asset model group and has specific responsibility for managing a number of global equity and multi-asset portfolios. Since joining Newton in 2000 he has acquired varied experience working on a range of mandates, and has been a member of the Real Return team since the strategy was launched in 2004. He was awarded the CFA1 qualification in 2005. Matt holds a BA from Bristol University.
Total return for Matthew Brown
Manager career performance
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Matthew Brown

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
Matthew Brown 3.2 -7.5 -1.3 17.0 - - 3.7 16.5 -1.9 12.3
Peer Group Composite 5.9 -1.5 1.9 14.5 - - 6.6 21.1 -2.0 10.2
Over / Under -2.7 -6.0 -3.2 2.5 - - -2.9 -4.6 0.1 2.1
Performance vs peer group composite: Matthew Brown
How a manager matches up against their peers gives you some idea of how talented they are. 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
3 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon Sustainable Real Return Co-managed UT Targeted Absolute Return since Apr 24 2018 to present
BNY Mellon Sustainable Global Real Return Co-managed FO Mixed Asset - Flexible since Feb 06 2020 to present
Funds managed previously
Fund Periods
BNY Mellon 50/50 Global Equity since Mar 01 2008 to Jan 04 2018
BNY Mellon Multi-Asset Balanced since Feb 13 2013 to Nov 29 2017
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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