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You are here: Manager factsheet

Matthew T Barrett

FE fundinfo Alpha Manager
MFS Meridian Funds, Aviva Investors UK Fd Serv Ltd
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Manager profile
Matthew Barrett, ASIP, is an Investment Officer and Equity Portfolio Manager at MFS Investment Management® (MFS®), managing the firm's European Equity Ex-U.K. strategy. He is also an Equity Analyst and leads the firm's European research coverage of consumer staples stocks. Matthew joined MFS in 2000 and became a research analyst in 2001. He was named portfolio manager in 2010. Prior to joining MFS, he was an associate director specializing in Asian equities for Newport Capital Ltd. He earned a Bachelor's Degree from University College in London and holds a MBA from London Business School.
Total return for Matthew T Barrett
Discrete calendar year performance : Matthew T Barrett

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
Matthew T Barrett 6.2 17.0 -6.9 17.3 2.4 8.9 7.8 25.3 10.2 3.1
Peer Group Composite 10.8 18.3 -12.5 21.8 -1.3 2.8 2.8 28.4 3.8 2.5
Over / Under -4.6 -1.3 5.6 -4.5 3.7 6.1 5.0 -3.1 6.4 0.6
Performance vs peer group composite: Matthew T Barrett
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
6 years
out of a possible 10
Overall markets
Underperformed peer group composite
4 years
out of a possible 10
Rising markets
Outperformed peer group composite
4 years
out of a possible 8
Falling markets
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
MFS Meridian Continental European Equity Lead manager FO Equity - Europe ex UK since Mar 01 2009 to present
Aviva Inv Continental European Equity Lead manager UT Europe Excluding UK since Nov 21 2022 to present
Funds managed previously
Fund Periods
MFS Meridian Blended Research European Equity since Aug 22 2011 to Feb 28 2015
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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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