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You are here: Manager factsheet

Daniel Pozen

 FE fundinfo Alpha Manager
Wellington Management Funds
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Manager profile
Dan is a portfolio manager in Global Equity Portfolio Management, drawing on research from Wellington Management's global industry analysts, portfolio managers and other investment professionals.
Total return for Daniel Pozen
Manager career performance
Discrete calendar year performance : Daniel Pozen

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Daniel Pozen 18.0 0.2 6.7 19.3 -3.9 15.4 7.1 10.3 28.8 10.8
Peer Group Composite 19.8 3.1 -7.8 27.4 3.3 9.0 1.3 11.6 24.1 4.8
Over / Under -1.8 -2.9 14.5 -8.1 -7.2 6.4 5.8 -1.3 4.7 6.0
Performance vs peer group composite: Daniel Pozen
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
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Wellington Durable Companies Lead manager IA Global since Nov 19 2014 to present
Wellington Durable Enterprises Lead manager IA Global since Jan 10 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

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