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You are here: Manager factsheet

Steve Waddington
BNY Mellon Fund Managers Ltd, BNY Mellon Fund Management (Lu
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Manager profile
Steve joined Insight in January 2008 and is a portfolio manager within our Multi-Asset Strategy Group. Before joining Insight, he spent five years at BT Financial Group, Australia (formerly Rothschild Australia Asset Management) where, from 2004, he was Head of External Investments, responsible for fund management and investment research. Steve started his career at Savills Commercial Ltd, where he was responsible for advising institutional and private company clients on property investment and development. Steve holds a BSc (Hons) in Valuation and Estate Management from the University of the West of England, Bristol and an MBA from the Australian Graduate School of Management, University of New South Wales. He also holds the Investment Management Certificate from the CFA Society of the UK and is a Chartered Surveyor.
Total return for Steve Waddington
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
78-114m
 
 
 
 
 
 
 
 
 
90-126m
 
 
 
 
 
 
 
 
 
102-138m
 
 
 
 
 
 
 
 
 
114-150m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Steve Waddington

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 Waddington -0.3 8.2 -4.8 -1.9 11.6 -6.9 1.1 2.8 8.9 -4.9
Peer Group Composite 4.3 6.1 -1.1 -0.2 12.7 -2.7 0.6 2.3 7.8 -1.4
Over / Under -4.6 2.1 -3.7 -1.7 -1.1 -4.2 0.5 0.5 1.1 -3.5
Performance vs peer group composite: Steve Waddington
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon Global Absolute Return Co-managed UT Targeted Absolute Return since Feb 11 2013 to present
BNY Mellon Global Multi-Strategy Co-managed UT Mixed Investment 20-60% Shares since Feb 11 2013 to present
BNY Mellon Absolute Return Global Convertible Co-managed (deputy) FO Hedge/Stru Prod - Fixed Int since Jan 30 2025 to present
Funds managed previously
Fund Periods
Insight UK Dynamic Managed since Oct 27 2008 to fund close
Insight Diversified Dynamic Return since Oct 27 2008 to Feb 16 2012
Insight Diversified Dynamic Return since Feb 17 2012 to fund close
Insight Diversified High Income since Feb 17 2012 to fund close
Insight Diversified Target Return since Feb 17 2012 to fund close
Insight Wealthbuilder Balanced since Feb 17 2012 to fund close
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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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