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David Mannheim

David Mannheim

i

This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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David Mannheim graduated from Amherst College with a Bachelors degree and also graduated from the Massachusetts Institute of Technology. He started his financial career as a lending officer for the Midlantic National Bank. David joined MFS in 1988 as an equity research analyst and was promoted to portfolio manager in 1992. He is currently a senior vice president and director of core equity portfolio management and portfolio manager of global equity funds. Outside of fund management, David enjoys running.

Citywire Rating: A rated

not rated

2013

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2014

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2015

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2016

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2017

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2018

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sector performance

Equity - Global Large-Cap Core

funds managed

fund total return standard deviation max drawdown
MFS Global Equity Fund;B 22.7 % 3.5 -0.3 %
USAA World Growth Fund;Fund 23.9 % 3.6 -0.3 %

League Table - Rank 11/23 (2nd quartile)

rank Manager Return
9 Jean-Baptiste Nadal 9. Jean-Baptiste Nadal 25.2%
9 Jeffrey Peck 9. Jeffrey Peck 25.2%
11 David Mannheim 11. David Mannheim 23.3%
11 Roger Morley 11. Roger Morley 23.3%
11 Ryan P. McAllister 11. Ryan P. McAllister 23.3%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/12/2017)

year Annual Q1 Q2 Q3 Q4
2017 23.3% 7.8% 7.0% 2.6% 4.2%
2016 6.7% 1.9% 0.5% 4.9% -0.7%
2015 -2.0% 2.9% -0.3% -7.9% 3.7%
2014 3.3% 0.5% 3.9% -4.0% 3.1%
2013 27.1% 8.7% 0.2% 8.2% 7.9%

Are you David Mannheim?

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