Barnaby Wilson

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Fund Performance

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Manager factsheet

Barnaby Wilson
Lazard (IRL), Lazard Fund Managers, Lazard Asset Management
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Manager profile

Barnaby Wilson is a Managing Director and Portfolio Manager/Analyst on various global equity teams as well as International Quality Growth. He began working in the investment field in 1998. Prior to joining Lazard in 1999, he worked for Orbitex Investments as a Research Analyst. Barnaby has a BA (Hons) in Mathematics and Philosophy from Balliol College, Oxford University. Barnaby is a CFA® charterholder.

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Annualised total return over 16.7 years

+6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Barnaby Wilson	16.3	11.7	44.9	-	63.9
Peer Group Composite	19.5	14.4	47.6	-	65.2
Over / Under	-3.2	-2.7	-2.7	-	-1.3

Total return for Barnaby Wilson

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

61-97m

73-109m

85-121m

97-133m

109-145m

Discrete calendar year performance : Barnaby Wilson

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Barnaby Wilson	16.3	2.4	-6.2	19.6	9.1	9.7	3.2	-	-	-1.1
Peer Group Composite	19.5	3.5	-7.5	16.5	11.1	11.4	2.0	-	-	-1.9
Over / Under	-3.2	-1.1	1.3	3.1	-2.0	-1.7	1.2	-	-	0.8

Performance vs peer group composite: Barnaby Wilson

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

4 years

out of a possible 8

Overall markets

Underperformed peer group composite

4 years

out of a possible 8

Rising markets

Outperformed peer group composite

2 years

out of a possible 6

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Lazard Global Sustainable Equity	Co-managed	IA Global	since Feb 01 2018 to present
Lazard Managed Balanced	Co-managed	IA Mixed Investment 40-85% Shares	since May 01 2019 to present
Lazard Managed Equity	Co-managed	IA Global	since May 01 2019 to present
Mid Wynd International Investment Trust PLC	Co-managed	IT Global	since Oct 01 2023 to present

Funds managed previously

Fund	Periods

Lazard Global Active Pan European Equity	since Jan 01 2006 to Sep 30 2015
Lazard European Alpha	since Dec 01 2008 to Sep 30 2015
Lazard European Equity	since Dec 01 2008 to Sep 30 2015