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You are here: Manager factsheet

Nathan Sweeney
Marlborough Investment Managem, Marlborough Internatnl Mgt Ltd
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Manager profile
Nathan has more than 20 years’ investment management experience. Before joining Marlborough, he spent over ten years as a Senior Investment Manager at fund management company Architas, where he managed the £1 billion Architas Multi-Asset Active range. Nathan graduated from the National University of Ireland in 1999 with a Bachelor of Science degree. He holds diplomas in mutual funds and financial services from Dublin Business School. Nathan holds the CFA Society’s Investment Management Certificate and the Certificate in ESG Investing. Nathan manages our offshore multi-asset funds and Managed Portfolio Services and is our sector specialist for North American equities and specialist investments.
Total return for Nathan Sweeney
Manager career performance
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 : Nathan Sweeney

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
Nathan Sweeney 12.5 1.8 -9.9 7.5 2.3 8.0 -2.1 7.9 9.1 1.3
Peer Group Composite 11.9 1.6 -6.0 8.6 2.1 8.9 -1.8 9.2 9.1 0.3
Over / Under 0.6 0.2 -3.9 -1.1 0.2 -0.9 -0.3 -1.3 0.0 1.0
Performance vs peer group composite: Nathan Sweeney
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Marlborough Adventurous Lead manager FO Mixed Asset - Aggressive since Oct 04 2021 to present
Marlborough Adventurous Cell Lead manager FO Equity - International since Oct 04 2021 to present
Marlborough Balanced Lead manager FO Mixed Asset - Balanced since Oct 04 2021 to present
Marlborough Balanced Cell Lead manager FO Mixed Asset - Balanced since Oct 04 2021 to present
Marlborough Cautious Lead manager FO Mixed Asset - Cautious since Oct 04 2021 to present
Marlborough Cautious Cell Lead manager FO Mixed Asset - Cautious since Oct 04 2021 to present
Marlborough Defensive Lead manager FO Mixed Asset - Cautious since Oct 04 2021 to present
Marlborough Defensive Cell Lead manager FO Mixed Asset - Cautious since Oct 04 2021 to present
IFSL Marlborough Balanced Lead manager IA Mixed Investment 40-85% Shares since Feb 01 2022 to present
IFSL Marlborough Cautious Lead manager IA Mixed Investment 20-60% Shares since Feb 01 2022 to present
IFSL Marlborough Conservative Lead manager IA Mixed Investment 0-35% Shares since Feb 01 2022 to present
IFSL Marlborough Global Lead manager IA Global since Feb 01 2022 to present
Funds managed previously
Fund Periods
Liontrust MA UK Equity since Jan 01 2013 to Apr 30 2021
Liontrust MA Explorer 100 since Jan 01 2015 to Apr 30 2021
Liontrust MA Explorer 35 since Jan 01 2015 to Apr 30 2021
Liontrust MA Explorer 70 since Jan 01 2015 to Apr 30 2021
Liontrust MA Explorer 85 since Jan 01 2015 to Apr 30 2021
Liontrust MA Explorer Income 45 since Jan 01 2015 to Apr 30 2021
Liontrust MA Explorer Income 60 since Jan 01 2015 to Apr 30 2021
Liontrust Multi-Asset Diversified Protector 70 since Jan 01 2013 to Dec 31 2017
Liontrust Multi-Asset Diversified Protector 80 since Jan 01 2013 to Dec 31 2017
Liontrust Multi-Asset Diversified Protector85 since Jan 01 2013 to Dec 31 2017
Liontrust MA Strategic Bond since Feb 01 2013 to Dec 31 2017
Liontrust MA Monthly High Income since Feb 01 2013 to Aug 31 2016
Liontrust MA Diversified Global Income since Apr 28 2020 to May 01 2021
Liontrust MA Monthly High Income since Apr 28 2020 to Apr 30 2021
Liontrust MA Strategic Bond since Apr 28 2020 to Apr 30 2021
Architas UK Liquidity since Feb 01 2017 to fund close
Liontrust MA Monthly High Income since Feb 01 2017 to Dec 31 2017
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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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