Duo of BNY Mellon real return funds retain HL Wealth Shortlist spot

Consistent investment process

A duo of two BNY Mellon funds run by Newton Investment Management have retained their spot in Hargreaves Lansdown’s Wealth Shortlist after the passing of Suzanne Hutchins in December last year.

Hutchins was head of the real return team at Newton Investment Management, which runs the BNY Mellon Real Return and the BNY Mellon Sustainable Real Return funds, from July 2018. After her death, Aron Pataki and Andy Warwick took over as co-lead managers of the real return team, while Philip Shucksmith and Matt Brown remained as the co-lead portfolio managers of the Sustainable Real Return fund.  Both Pataki and Warwick had already been co-managers of the real return fund and according to the analyst team behind the Wealth Shortlist, they had significant input into idea generation, as...