MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to achieve income over an annual period together with capital growth over the long term (5 years or more).

Fund Managers

Robert Hay

Robert Hay Portfolio manager, Equity Income team. Robert has been an investment manager on the equity opportunities team, and lead manager of the Concentrated Global Equity strategy. He joins the Equity Income team from March 2020, as portfolio manager on Newton’s global equity income strategy. He is a member of the global equity model group, which provides guidance for the construction of all global equity portfolios at Newton. Robert began his career in the private client investment division at Newton in 2000 and has managed a variety of global equity mandates. Robert is a CFA charterholder.

Jon Bell

Jon Bell Portfolio manager, Equity Income team. Through his 24 years at Newton, Jon has led both the Global Equity and Multi-Asset teams and been responsible for a number of multi-asset and global equity portfolios. As well as his extensive investment roles at the firm, he has also spent time as a member of the commercial team involved in discussing client portfolios and tailoring strategies to client requirements. He sits on Newton’s investment oversight and product and commercial committees and its investment risk oversight groups. He joins the Equity income team from March 2020, where he will focus on Newton’s global equity income strategy. Jon joined Newton in 1995 and has a degree in natural sciences from Cambridge University.

Paul Flood

Paul Flood Portfolio manager, Equity Income team.Paul is a portfolio manager and strategist at Newton. He is lead manager on a number of multi-asset portfolios, including Newton’s Multi-Asset Income strategy and is also involved in setting the risk profile across the low, medium and high risk levels of Newton’s multi-asset range. Paul moves to the Equity Income team from March 2020. He also provides leadership and analysis on asset allocation, derivatives and convertible bonds for the wider firm, having spent the earlier part of his career working on strategic asset allocation and derivative strategy. Paul is responsible for generating ideas within alternative assets and has been leading in this area since 2008. He is a member of the asset class strategy group and provides feedback to the wider house on strategic and tactical asset allocation on geographical, asset class and sector allocations. Paul joined Newton in 2004, prior to which he worked at Mellon Investment Funds Europe as a unit trust dealer. He is a CFA charterholder and has completed the certificate in quantitative finance (CQF) after passing with distinction. Paul studied Astrophysics at the University of St Andrews and is a keen cyclist and runner, having recently cycled the length of the UK from Land’s End to John O’Groats and often participates in marathons.

Ilga Haubelt

Ilga Haubelt Investment Leader, Equity Income team. Ilga joined Newton in 2019 to head up the firm’s equity opportunities team, becoming Head of Equity Income in March 2020. She is part of the management team for Newton’s global equity income strategy. Prior to joining Newton, Ilga was head of Global Equities at Deka Investments, where she oversaw a team of more than 20 portfolio managers with €15bn of assets under management. She was also the lead manager of Deka’s global equity income fund. Before joining Deka Investments, Ilga was a portfolio manager and research analyst at Union Investment, where she was lead manager of a North American generalist equities fund, a REIT, and a global listed real estate equities fund. Ilga began her asset management career with Munich Ergo Asset Management (MEAG) as a real estate specialist.