Aaron Barnfather

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Fund Performance

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Manager factsheet

Aaron Barnfather
Lazard Fund Managers, Lazard (IRL)
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Manager profile

Aaron Barnfather leads the portfolio management team in London who are responsible for the management of European equities. He began working in the investment field in 1994. Prior to joining Lazard in 2008, Aaron was a Senior Portfolio Manager and lead manager on Newton Investment Management's pan-European portfolios, launching the Newton European Higher Income fund in 2007. Prior to Newton, he held positions at Royal & Sun Alliance Investment Management on the UK, International and European Equity teams. He has a BA in Business Studies from the University of East London and an MSc in Investment Analysis from Stirling University. Aaron is a member of the UK Society of Investment Professionals (UKSIP).

FOLLOW ON FUNDSWIRE

Annualised total return over 23 years

+6.8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Aaron Barnfather	5.0	9.6	29.0	31.2	77.7
Peer Group Composite	5.6	7.4	32.5	37.2	92.0
Over / Under	-0.6	2.2	-3.5	-6.0	-14.3

Total return for Aaron Barnfather

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

61-97m

73-109m

85-121m

97-133m

109-145m

Discrete calendar year performance : Aaron Barnfather

Discrete performance

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

Aaron Barnfather	5.0	8.6	-3.9	9.9	7.6	12.8	-9.8	23.0	6.2	3.9
Peer Group Composite	5.6	8.6	-6.4	14.5	8.4	11.1	-6.9	22.3	10.3	4.1
Over / Under	-0.6	0.0	2.5	-4.6	-0.8	1.7	-2.9	0.7	-4.1	-0.2

Performance vs peer group composite: Aaron Barnfather

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 8

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Lazard European Alpha	Co-managed	UT Europe Excluding UK	since Mar 01 2008 to present
Lazard European Equity	Co-managed	FO Equity - Europe ex UK	since Mar 01 2008 to present

Funds managed previously

Fund	Periods

Lazard Global Active Pan European Equity	since Mar 01 2008 to Nov 25 2019
BNY Mellon Pan European	since Oct 01 2001 to Sep 30 2007
BNY Mellon European Higher Income	since Jan 30 2007 to Oct 31 2007
BNY Mellon Sustainable European Opportunities	since Oct 01 2001 to Apr 01 2002