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Jonathan Sage

Jonathan Sage

As a portfolio manager and investment officer at MFS Investment Management, Jonathan Sage manages blended research equity strategies and is responsible for portfolio construction, as well as risk and cash management. Sage joined MFS in 2000 as a quantitative research analyst and was named portfolio manager in 2005. Prior to joining MFS, he spent two years as a supervisor of portfolio administration for Santander Global Advisors, Inc. and three years as a senior mutual fund accountant for First Data Investor Services Group. Sage earned a bachelor’s degree from Tufts University and holds both a Masters of Business Administration and a Masters of Finance from Boston College.

Citywire Rating: Not Rated

not rated

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

funds managed

fund total return standard deviation max drawdown
MFS Blended Research Emerging Markets Equity Fd;R6 -0.4 % 13.9 -14.5 %

League Table - Rank 60/296 (1st quartile)

rank Manager Return
59 Ernest C. Yeung 59. Ernest C. Yeung -0.4%
60 Matthew Krummell 60. Matthew Krummell -0.4%
60 Jonathan Sage 60. Jonathan Sage -0.4%
60 Gonzalo Pangaro 60. Gonzalo Pangaro -0.4%
60 James Fallon 60. James Fallon -0.4%
60 John Stocks 60. John Stocks -0.4%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2018)

year Annual Q1 Q2 Q3 Q4
2018 2.9% -8.6%
2017 39.3% 12.8% 6.2% 8.8% 6.8%
2016 14.7% 6.1% 1.9% 9.0% -2.7%
2015 0.0%

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