BNY Mellon Global Equity Class W - Accumulation (GBP)

Simon is a portfolio manager on the mixed assets and charities team responsible for managing both global equity and multi-asset portfolios. Simon joined Newton in 2001 and was responsible for research into a number of global industrial sectors before moving to portfolio management. Simon's experience includes managing global, multi-asset, charity and UK equity portfolios. Simon is a chartered accountant (ACA) and prior to joining Newton he worked in both audit and insolvency practices at leading accountancy firms. He is a CFA charterholder, a member of the Chartered Institute for Securities and Investment (MCSI), and also holds a BA (Hons) degree in Industrial Economics from the University of Nottingham. Outside of work, Simon is a keen runner. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Tom is a portfolio manager for the global opportunities strategies and manages a selection of global equity mandates, including the Global Equity and International Equity strategies. Tom joined Newton in September 2023 from Insight Investment, where he was part of the specialist equity team, running a sleeve of the pan-European centric absolute-return portfolio as well as a UK equity income mandate. He has over 15 years of industry experience, incorporating roles both as an analyst and a portfolio manager, and has experience managing unconstrained and income-focused long-only equity mandates as well as unconstrained long/short absolute-return portfolios. Prior to joining Insight in 2018, Tom worked at BMO Asset Management (formerly F&C). He initially worked on the ESG-focused stewardship team, before moving to the wider UK equity team and later becoming part of the pan-European equity team. Tom graduated from Southampton University with a BSc in Economics. Outside of work, Tom is an FA-qualified football coach and enjoys coaching the Dover Rangers Navy Blue, a youth football team in the Faversham & District Youth Football League. His under 10 team trains once per week and competes in matches on Saturdays.

Louise is head of Newton's global opportunities strategies and is portfolio manager for a selection of global equity mandates, including the Global Equity and International Equity strategies. Louise joined Newton in 2020 as a portfolio manager for UK equity strategies. She joined Newton from Aberdeen Standard Investments (ASI) where she worked on the UK equities team, managing the ASI UK Equity and ASI UK Responsible Funds as well as co-managing the Dunedin Income Growth Investment Trust. Her role also involved being a research analyst covering the pharmaceutical and industrial sectors. Prior to her position in UK equities at ASI she was a senior investment manager on the pan-European equity team at Aberdeen Asset Management. Louise has a BSc in Mathematics, Philosophy and Physics from the University of Durham and an MA in Management from University of Durham Business School. Louise is a CFA charterholder. Outside of work, Louise is a keen runner and plays the violin and piano. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

TBC