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You are here: Manager factsheet

Barnaby Wiener

FE fundinfo Alpha Manager
MFS Meridian Funds
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Manager profile
Barnaby Wiener is an investment officer and equity portfolio manager and the head of sustainability and stewardship for MFS Investment Management® (MFS®). He manages the firm's Prudent Wealth, Prudent Capital and Prudent Investor strategies and serves as a portfolio manager on the firm's Managed Wealth strategy, an alternative strategy run by a committee of the firm’s portfolio managers. He is also responsible for continuing to integrate sustainability across our investment platform. He is based in London. Barnaby joined the firm as a research analyst in 1998. He assumed portfolio management duties in 2003 and took on the head of sustainability and stewardship role in 2020. He also served as director of European research from 2003 to 2010. Prior to joining the firm, he was an equity research analyst at both Merrill Lynch and Crédit Lyonnais. Before that, he served as a captain in the British Army. Barnaby is a graduate of Ampleforth College and Oxford University.
Total return for Barnaby Wiener
Discrete calendar year performance : Barnaby Wiener

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
Barnaby Wiener 7.3 -1.3 1.0 -5.5 7.8 7.1 4.2 8.5 19.2 8.6
Peer Group Composite 8.0 0.8 -5.5 7.9 1.0 4.6 1.7 10.5 8.9 1.9
Over / Under -0.7 -2.1 6.5 -13.4 6.8 2.5 2.5 -2.0 10.3 6.7
Performance vs peer group composite: Barnaby Wiener
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
5 years
out of a possible 9
Falling markets
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
MFS Meridian Prudent Capital Co-managed FO Mixed Asset - Flexible since Nov 03 2016 to present
MFS Meridian Managed Wealth Co-managed (deputy) FO Mixed Asset - Flexible since Mar 01 2018 to present
Funds managed previously
Fund Periods
MFS Meridian Prudent Wealth since Mar 04 2008 to Mar 30 2023
MFS Meridian Global Total Return since Jan 01 2003 to Dec 31 2014
MFS Meridian European Value since Jan 15 2003 to Dec 31 2011
MFS Meridian Global Value since Aug 01 2007 to Aug 19 2011
MFS Meridian Managed Wealth since Sep 22 2015 to Feb 28 2018
Parvest Europe Opportunities since Jan 01 2008 to Jul 31 2008
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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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