Peter Wilke

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Peter Wilke
Wellington Management Funds
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Manager profile

Lutz-Peter Wilke, is a member of Wellington Management’s Asset Allocation Strategies Group, which is responsible for developing and managing asset allocation portfolios as well as outcome-oriented investment solutions. Prior to joining Wellington Management in April 2015, Peter was a member of the Multi-Asset Strategies Group at BlackRock (formerly Merrill Lynch) where he spent 10 years as a portfolio manager and macro researcher (2005 – 2015). He was responsible for the equity and commodity allocations across the BlackRock Multi-Asset Portfolio Strategies team's book of business and was a portfolio manager. He also headed up the Global Tactical Asset Allocation Research team. He started his professional career at Deutsche Bank (2003 – 2005) before joining Merrill Lynch Investment Managers in the UK in 2005. Peter earned a BSc degree, with honors, in international economics from Nottingham University in 2004 and an MSc degree in economics and finance from Warwick Business School in 2005.

FOLLOW ON FUNDSWIRE

Annualised total return over 10.7 years

+5.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Peter Wilke	9.3	7.8	18.7	27.9	69.4
Peer Group Composite	10.4	3.1	14.0	18.0	51.0
Over / Under	-1.1	4.7	4.7	9.9	18.4

Total return for Peter Wilke

Discrete calendar year performance : Peter Wilke

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Peter Wilke	9.3	-5.0	3.2	7.6	1.5	4.7	2.8	-2.0	27.1	6.1
Peer Group Composite	10.4	0.4	-7.2	8.6	1.3	5.5	-1.9	4.1	18.6	3.8
Over / Under	-1.1	-5.4	10.4	-1.0	0.2	-0.8	4.7	-6.1	8.5	2.3

Performance vs peer group composite: Peter Wilke

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

5 years

out of a possible 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 8

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Wellington Multi-Asset High Income	Lead manager	FO Mixed Asset - Flexible	since Feb 01 2022 to present

Funds managed previously

Fund	Periods

Wellington Dynamic Diversified Income	since Jul 28 2015 to fund close
BlackRock BGF Global Multi-Asset Income	since Nov 01 2013 to Mar 10 2015
BlackRock Global Multi Asset Income	since Jan 12 2015 to Mar 10 2015