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You are here: Manager factsheet

Steve Wreford
Lazard (IRL)
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Manager profile
Steve Wreford is a Portfolio Manager/Analyst on the Global Thematic Equity team. He began working in the investment field in 1995. Prior to joining Lazard in 2010, Steve was a Partner and Portfolio Manager with Hampstead Capital. Previously he was a Portfolio Manager with Scudder/Deutsche Asset Management, Equity Research Analyst with CCF Charterhouse, and Chartered Accountant with KPMG. He has a BSc (Hons) in Computer Science from Aston University. Steve is a member of New York Society of Security Analysts.
Total return for Steve Wreford
Manager career performance
Discrete calendar year performance : Steve Wreford

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
Steve Wreford 8.7 3.4 -0.8 35.0 0.9 15.6 7.7 26.1 -6.0 19.7
Peer Group Composite 12.8 1.7 0.6 31.5 -3.1 8.0 5.9 25.5 -1.6 16.1
Over / Under -4.1 1.7 -1.4 3.5 4.0 7.6 1.8 0.6 -4.4 3.6
Performance vs peer group composite: Steve Wreford
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Lazard Global Thematic Focus Co-managed FO Equity - International since Dec 19 2019 to present
Lazard Thematic Inflation Opportunities Co-managed FO Equity - Ethical since Jun 21 2022 to present
Funds managed previously
Fund Periods
Lazard Global Thematic Equity since Jan 01 2010 to Jan 29 2024
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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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