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You are here: Manager factsheet

Barnaby Wilson

Lazard (IRL), Lazard Fund Managers
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Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Barnaby Wilson is a Managing Director and Portfolio Manager/Analyst on various global equity teams as well as International Quality Growth. He began working in the investment field in 1998. Prior to joining Lazard in 1999, he worked for Orbitex Investments as a Research Analyst. Barnaby has a BA (Hons) in Mathematics and Philosophy from Balliol College, Oxford University. Barnaby is a CFA® charterholder.
Total return for Barnaby Wilson
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
 
 
 
 
 
9-45m
 
 
 
 
 
 
 
 
 
21-57m
 
 
 
 
 
 
 
 
 
33-69m
 
 
 
 
 
 
 
 
 
45-81m
 
 
 
 
 
 
 
 
 
57-93m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Barnaby Wilson

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
Barnaby Wilson -4.3 9.2 - - - 11.9 1.2 35.9 -8.3 10.6
Peer Group Composite 0.0 8.7 - - - 9.4 3.8 33.6 -10.7 11.0
Over / Under -4.3 0.5 - - - 2.5 -2.6 2.3 2.4 -0.4
Performance vs peer group composite: Barnaby Wilson
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
4 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Lazard Global Sustainable Equity Select Co-managed FO Equity - Ethical since Feb 01 2018 to present
Lazard Managed Balanced Co-managed UT Mixed Investment 40-85% Shares since May 01 2019 to present
Lazard Managed Equity Co-managed UT Global since May 01 2019 to present
Funds managed previously
Fund Periods
Lazard Global Active Pan European Equity since Jan 01 2006 to Sep 30 2015
Lazard European Alpha since Dec 01 2008 to Sep 30 2015
Lazard European Equity since Dec 01 2008 to Sep 30 2015
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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