Barnaby Wiener

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Barnaby Wiener
MFS Meridian Funds
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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.

Annualised total return over 21.3 years

+7.8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Barnaby Wiener	6.7	9.5	14.7	22.9	71.8
Peer Group Composite	6.1	6.0	16.3	19.5	45.7
Over / Under	0.6	3.5	-1.6	3.4	26.1

Total return for Barnaby Wiener

Discrete calendar year performance : Barnaby Wiener

Discrete performance

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

Barnaby Wiener	6.7	0.5	2.1	-3.6	9.2	10.2	-2.4	16.0	4.4	15.4
Peer Group Composite	6.1	-2.2	2.2	14.0	-3.8	3.3	-0.5	14.7	-1.1	7.5
Over / Under	0.6	2.7	-0.1	-17.6	13.0	6.9	-1.9	1.3	5.5	7.9

Performance vs peer group composite: Barnaby Wiener

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

7 years

out of a possible 10

Overall markets

Underperformed peer group composite

3 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 6

Falling markets

Outperformed peer group composite

3 years

out of a possible 4

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

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

Funds managed previously

Fund	Periods

MFS Meridian Prudent Wealth	since Mar 04 2008 to Mar 30 2023
MFS Meridian Global Total Return	since Jan 01 2003 to Dec 31 2014
MFS Meridian European Value	since Jan 15 2003 to Dec 31 2011
MFS Meridian Global Value	since Aug 01 2007 to Aug 19 2011
MFS Meridian Managed Wealth	since Sep 22 2015 to Feb 28 2018
Parvest Europe Opportunities	since Jan 01 2008 to Jul 31 2008