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You are here: Manager factsheet

Baylee Wakefield
Aviva Investors UK Fd Serv Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
"Baylee is a Portfolio Manager in the Multi-Asset Funds team. She is a co-manager on MAF Plus, MAF Sustainable and the Smooth Managed Fund. Baylee joined Aviva Investors as an Analyst in the Multi Asset Funds team before moving into the portfolio management role. Baylee holds an MPhil in Genomic Medicine from the University of Cambridge and a BSc (Hons) in Biomedical Science from St George's Hospital Medical School (University of London). She is also a CFA® Charterholder. Baylee joined Aviva Investors in August 2018."
Total return for Baylee Wakefield
Manager career performance
Discrete calendar year performance : Baylee Wakefield

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
Baylee Wakefield 16.3 1.9 -14.7 - - - - - - -
Peer Group Composite 15.2 1.5 -8.8 - - - - - - -
Over / Under 1.1 0.4 -5.9 - - - - - - -
Performance vs peer group composite: Baylee Wakefield
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 3
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aviva Inv Multi-asset Income Co-managed UT Mixed Investment 20-60% Shares since Feb 11 2022 to present
Aviva Inv AI Multi-asset Plus I Co-managed UT Volatility Managed since Jun 28 2023 to present
Aviva Inv AI Multi-asset Plus II Co-managed UT Volatility Managed since Jun 28 2023 to present
Aviva Inv AI Multi-asset Plus III Co-managed UT Volatility Managed since Jun 28 2023 to present
Aviva Inv AI Multi-asset Plus IV Co-managed UT Volatility Managed since Jun 28 2023 to present
Aviva Inv AI Multi-asset Plus V Co-managed UT Volatility Managed since Jun 28 2023 to present
Aviva Investors Multi-asset Sustainable Stewardship I Co-managed UT Mixed Investment 0-35% Shares since Oct 19 2023 to present
Aviva Investors Multi-asset Sustainable Stewardship II Co-managed UT Mixed Investment 20-60% Shares since Oct 19 2023 to present
Aviva Investors Multi-asset Sustainable Stewardship III Co-managed UT Mixed Investment 40-85% Shares since Oct 19 2023 to present
Aviva Investors Multi-asset Sustainable Stewardship IV Co-managed UT Mixed Investment 40-85% Shares since Oct 19 2023 to present
Funds managed previously
Fund Periods
Aviva Inv Multi-Manager Flexible since Apr 10 2024 to Jul 31 2024
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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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