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Steven Angeli

Steven Angeli

Showing manager performance in United Kingdom View performance globally

About Steven Angeli

Steven Angeli, CFA, is a senior managing director and equity portfolio manager at Wellington Management Company, where he is co-leader of Wellington’s Growth Opportunities team. He currently manages several capital appreciation approaches using a growth style and is a member of one of the firm’s equity review groups. Angeli joined the firm in 1994 and prior to that, he was an associate analyst at Fidelity Management and Research. He graduated from the University of Virginia with an MBA and Boston College with a BSc in finance.

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Citywire Rating: AA rated

2014

  • ONot rated in Oct 2014
  • NRated Plus in Nov 2014
  • DRated Plus in Dec 2014

2015

  • JRated Plus in Jan 2015
  • FRated Plus in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JRated A in Jun 2015
  • JRated A in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated A in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017

2018

  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018
  • ANot rated in Apr 2018
  • MNot rated in May 2018
  • JNot rated in Jun 2018
  • JNot rated in Jul 2018
  • ANot rated in Aug 2018
  • SNot rated in Sep 2018
  • ONot rated in Oct 2018
  • NNot rated in Nov 2018
  • DRated Plus in Dec 2018

2019

  • JNot rated in Jan 2019
  • FRated A in Feb 2019
  • MRated AA in Mar 2019
  • ARated AA in Apr 2019
  • MRated AA in May 2019
  • JRated AA in Jun 2019

Performance

Equity - Global
over : 31/05/2018 - 31/05/2019
Rank 106/653 Equity - Global
Manager Return
105 Giles Money 8.7%
106 Michael Carmen 8.6%
106 Steven Angeli 8.6%
108 Andrew Norris 8.6%
108 Nicholas Bratt 8.6%
108 Steve Wreford 8.6%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 15.6%
2018 -2.3% -1.6% 8.4% 3.7% -11.6%
2017 17.7% 8.7% 1.4% 2.0% 4.7%
2016 19.2% -2.3% 8.2% 8.9% 3.6%
2015 11.3% 11.2% -4.5% -5.9% 11.4%
2014 3.7% 5.2%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.