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You are here: Manager factsheet

Mark Mandel

FE fundinfo Alpha Manager
Wellington Management Funds
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Manager profile
Mark is a portfolio manager and member of the Investment Stewardship and Research Services Governance Committees. Prior to this Mark was Director of Global Industry Research at Wellington Management.
Total return for Mark Mandel
Discrete calendar year performance : Mark Mandel

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
Mark Mandel 15.3 5.8 8.2 38.2 -0.9 - - 33.5 1.3 27.6
Peer Group Composite 11.7 1.5 6.4 40.4 -5.1 - - 31.0 -1.7 24.0
Over / Under 3.6 4.3 1.8 -2.2 4.2 - - 2.5 3.0 3.6
Performance vs peer group composite: Mark Mandel
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
7 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Wellington Global Stewards Co-managed IA Global since Jan 31 2019 to present
Wellington European Stewards Co-managed FO Equity - Europe inc UK since Sep 15 2021 to present
Funds managed previously
Fund Periods
Wellington US Research Equity since Jun 30 1994 to Apr 09 2017
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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