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Manager factsheet
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Manager profile
Barnaby Wiener is an investment officer and equity portfolio manager and the head of sustainability and stewardship for MFS Investment Management® (MFS®). He manages the firm's Prudent Wealth, Prudent Capital and Prudent Investor strategies and serves as a portfolio manager on the firm's Managed Wealth strategy, an alternative strategy run by a committee of the firm’s portfolio managers. He is also responsible for continuing to integrate sustainability across our investment platform. He is based in London. Barnaby joined the firm as a research analyst in 1998. He assumed portfolio management duties in 2003 and took on the head of sustainability and stewardship role in 2020. He also served as director of European research from 2003 to 2010. Prior to joining the firm, he was an equity research analyst at both Merrill Lynch and Crédit Lyonnais. Before that, he served as a captain in the British Army. Barnaby is a graduate of Ampleforth College and Oxford University.
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Barnaby Wiener is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.
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Annualised total return over 22 years |
+8.7% |
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1 year |
3 years |
5 years |
7 years |
10 years |
| Barnaby Wiener |
7.5 |
7.8 |
16.3 |
34.2 |
87.1 |
Peer Group Composite
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9.9 |
4.4 |
15.7 |
20.7 |
43.9 |
| Over / Under |
-2.4 |
3.4 |
0.6 |
13.5 |
43.2 |
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Total return for Barnaby Wiener
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Discrete calendar year performance : Barnaby Wiener
Funds currently managed
| Fund |
Sole/Co-managed |
Sector |
Periods |
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| MFS Meridian Prudent Capital |
Co-managed |
IA Flexible Investment |
since Nov 03 2016 to present |
| MFS Meridian Managed Wealth |
Co-managed (deputy) |
IA Specialist |
since Mar 01 2018 to present |
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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