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RATING SUSPENDED

BNY Mellon Real Return Rating Suspension

Posted @ 23/05/2025 14:06 Posted in Ratings Roundup

Following the news that Andy Warwick, co-lead manager of the BNY Mellon Real Return fund is leaving the firm, we have suspended the fund's A rating. Aron Pataki, who co-managed the fund alongside Mr Warwick will remain on the strategy and be joined by Ella Hoxha, Head of Fixed Income at Newton Investment Management (NIM) and lead manager of the Global Dynamic Bond products. Brendan Mulhern, strategist within the Real Return team, is also leaving the firm.

These changes are one of a number involving the leadership of the fund and broader NIM business over recent years. We therefore believe it is prudent to suspend our rating on the fund while we understand better the implications of the most recent changes for this strategy going forward.

For more information:

Visit the BNY Mellon Real Return Fund page

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RATING SUSPENDED

BNY Mellon Real Return Rating Suspension

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