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You are here: Manager factsheet

Martin Harvey
Wellington Management Funds
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Manager profile
Martin Harvey joined the company in July 2006 and is lead portfolio manager for Threadneedle’s Euro Aggregate Bond portfolios and co-manages a number of global bond portfolios. He has been a key member of the company’s fixed income absolute return team since 2007, with specific responsibility for idea generation and implementing macro strategies across the company’s range of specialist products. He also plays an active role in the formulation of the investment department’s economic forecasts. Before joining the company, Martin worked for HSBC as a research assistant to the Chief Economist. He graduated in 2006 from the University of Bath with a First Class BSc (Hons) in Economics and also holds the Chartered Financial Analyst designation.
Total return for Martin Harvey
Manager career performance
Discrete calendar year performance : Martin Harvey

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
Martin Harvey 2.3 -4.3 11.2 -6.4 1.0 4.2 6.1 - - -4.2
Peer Group Composite 5.5 0.6 -3.9 -3.3 4.8 6.2 0.8 - - -1.4
Over / Under -3.2 -4.9 15.1 -3.1 -3.8 -2.0 5.3 - - -2.8
Performance vs peer group composite: Martin Harvey
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
2 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Wellington World Bond Co-managed FO Fixed Int - Global since Jul 31 2017 to present
Funds managed previously
Fund Periods
CT (Lux) European Strategic Bond since Sep 01 2009 to Jan 31 2016
CT European Bond since Jun 01 2010 to Jan 31 2016
CT Global Bond since Jun 01 2010 to Jan 31 2016
Threadneedle Global Strategic Bond since Feb 29 2012 to Jan 31 2016
Threadneedle Global Bonds Euro since Jun 30 2010 to fund close
Threadneedle Global Opportunities Bond since Feb 24 2015 to Jan 31 2016
Threadneedle Absolute Emerging Market Macro since Feb 01 2014 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Two-fund portfolios: The equity/bond approach By Matteo Anelli  06-Nov-2024
Group The European funds striking the best balance between risk and reward By Patrick Sanders  31-Oct-2024
Sector Bond markets are pricing in a hard landing, say M&G’s Bond Vigilantes By Jonathan Jones  15-Oct-2024
Sector Should investors own several funds run by the same manager? By Matteo Anelli  26-Sep-2024
Group The funds topping their sectors throughout recession worries and optimism By Gary Jackson  23-Sep-2024
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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