Craig Bonthron / Neil Goddin
Bonthron is an investment manager in the Aegon Equities team, responsible for co-managing global equities portfolios. He joined Aegon in 2014 from SWIP, where he was investment director in global equities and was the joint fund manager of the SWIP Global Sustainable Equity Fund and the SWIP Global Islamic Equity Fund. In addition, he also has analysis responsibilities for the tech, energy and utility sectors. Prior to SWIP, he was a portfolio manager at Kleinwort Benson Investors, a member of the global environmental equity team, and co-manager of the KBI Global Water Fund. Bonthron has a 1st Class honours degree in Building Surveying and a MSc with Distinction in Business Information Technology Systems from Strathclyde Business School.
Prior to joining Aegon, Neil Goddin was Head of Investment Risk at LV Asset Management and before that, he worked for WestLB Mellon Asset Management and Deutsche Asset Management in various risk-management roles. Goddin joined Aegon in September 2012, where he took the responsibility for developing Aegon’s screening and portfolio construction capabilities as Head of the Quant Equity Research team. Shortly after joining in 2012, he became involved in the management of the Aegon Global Equity Fund and assisted in designing its new investment approach. He was then named co-manager of the Fund in October 2014 to reflect his participation and contribution since 2012. Goddin also co-manages the Aegon Global Sustainable Equity Fund (launched April 2016) and the Aegon Global Equity Market Neutral Fund (launched June 2016). He has 19 years’ industry experience and is a Certified Risk Manager by the Global Association of Risk Professionals.
Craig Bonthron / Neil Goddin has 8.5 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.07%.
During the worst period of relative performance (from August 2018 - October 2019) there was a decline of 16% relative to the index. The worst absolute loss has been 22%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 78%.
|Periods of worst performance
(August 2018 - March 2020)
(August 2018 - October 2019)