Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Stephen A. Gorman

Stephen A. Gorman

Showing manager performance in United Kingdom View performance globally

About Stephen A. Gorman

Stephen Gorman, CFA, is a senior managing director, director of tactical asset allocation and portfolio manager at Wellington Management Company, where he focuses on risk-balanced, alternative beta and diversified growth approaches, including the firm’s Global Managed Risk and Multi-Asset Absolute Return portfolios. Prior to joining the firm in 2008, Gorman worked as chief investment officer and director of research at 2100 Capital Group. He graduated from Dartmouth College with an MBA, high distinction and from the College of the Holy Cross with a BA, magna cum laude in economics.

Are you Stephen A. Gorman?

Citywire Rating: Not Eligible

Stephen A. Gorman does not currently have the required track record to be eligible for a Citywire Rating. See methodology

2014

  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015

Performance

Mixed Assets - Flexible USD
over : 31/12/2018 - 31/03/2019

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.5%
2018 3.5% -4.5%

Related News

SJP drops BlackRock from alternatives fund in triple change

St James’s Place has changed the managers on three of its fund strategies, including a £1.2bn alternatives mandate previously run by BlackRock.

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.