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You are here: Manager factsheet

Steve Waddington

BNY Mellon Fund Managers Ltd
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Manager profile
Steve joined Insight in January 2008 and is responsible for fundmanagement and investment selection for our diversified fund range. 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 investment and manager research, due diligence, selection and portfolio construction. Steve started his career at Savills Commercial Ltd, where he was responsible for advising institutional and private company clients on commercial property investment and development.
Total return for Steve Waddington
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
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 9.5 -4.7 -4.3 11.4 -5.5 0.5 1.0 9.9 -4.7 5.8
Peer Group Composite 7.7 -1.7 -1.1 11.0 -0.3 -0.2 1.4 9.0 -1.7 6.0
Over / Under 1.8 -3.0 -3.2 0.4 -5.2 0.7 -0.4 0.9 -3.0 -0.2
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
Outperformed peer group composite
4 years
out of a possible 10
Overall markets
Underperformed peer group composite
6 years
out of a possible 10
Rising markets
Outperformed peer group composite
3 years
out of a possible 5
Falling markets
Outperformed peer group composite
1 year
out of a possible 5
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon Global Absolute Return Lead manager UT Targeted Absolute Return since Feb 08 2013 to present
BNY Mellon Global Multi-Strategy Lead manager UT Mixed Investment 20-60% Shares since Feb 11 2013 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
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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