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The Asset ObserverThe Asset Observer
Home»Funds
Funds

Hargreaves drops BNY Mellon Real Return from Wealth Shortlist

News RoomBy News RoomJune 2, 2025
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According to Kate Marshall, lead investment analyst at HL, this was due to Newton – part of BNY Mellon – making a number of changes to the team managing the fund.
Jupiter rating upgraded to ‘Buy’ amid cost cutting and positive AUM
Coming into force on 21 May 2025, this will see Ella Hoxha appointed as co-lead portfolio manager alongside existing portfolio manager Aron Pataki.
Hoxha replaced previous co-lead Andy Warwick while Nick Pope joins the team to head up the selection of company shares for the fund, replacing Matthew Brown and Philip Shucksmith. A number of analysts have als…

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