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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

Mark Barnett

Mark Barnett

Showing manager performance in Investment Trust Insider View performance globally

About Mark Barnett

Based in Henley-on-Thames, Mark Barnett is responsible for the management of a number of UK equity portfolios, with a focus on the management of open and closed ended vehicles. Mark began his investment career with Mercury Asset Management in 1992. Mark joined Invesco Perpetual in 1996. Since then, he has become one of the team's most experienced fund managers, specialising in UK equity income investing. He graduated in French and Politics from Reading University in 1992 and has passed the associate examinations of the Association for Investment Management and Research (AIMR).

Are you Mark Barnett?

Citywire Rating: Not Rated


  • SRated A in Sep 2010
  • ORated A in Oct 2010
  • NRated A in Nov 2010
  • DRated A in Dec 2010


  • JRated A in Jan 2011
  • FRated A in Feb 2011
  • MNot rated in Mar 2011
  • ARated A in Apr 2011
  • MRated A in May 2011
  • JRated A in Jun 2011
  • JRated A in Jul 2011
  • ARated A in Aug 2011
  • SRated A in Sep 2011
  • ORated A in Oct 2011
  • NRated A in Nov 2011
  • DNot rated in Dec 2011


  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated A in Dec 2012


  • JRated A in Jan 2013
  • FRated A in Feb 2013
  • MRated A in Mar 2013
  • ARated AA in Apr 2013
  • MRated AA in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated AA in Aug 2013
  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013


  • JRated AA in Jan 2014
  • FRated AAA in Feb 2014
  • MRated AAA in Mar 2014
  • ARated AAA in Apr 2014
  • MRated AAA in May 2014
  • JRated AA in Jun 2014
  • JRated AAA in Jul 2014
  • ARated AA in Aug 2014
  • SRated AA in Sep 2014
  • ORated AA in Oct 2014
  • NRated AAA in Nov 2014
  • DRated AAA in Dec 2014


  • JRated AAA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AAA in Mar 2015
  • ARated AAA in Apr 2015
  • MRated AAA in May 2015
  • JRated AAA in Jun 2015
  • JRated AAA in Jul 2015
  • ARated AAA in Aug 2015
  • SRated AAA in Sep 2015
  • ORated AAA in Oct 2015
  • NRated AAA in Nov 2015
  • DRated AAA in Dec 2015


  • JRated AAA in Jan 2016
  • FRated AAA in Feb 2016
  • MRated AAA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JRated AA in Jul 2016
  • ARated AA in Aug 2016
  • SRated AA in Sep 2016
  • ORated A in Oct 2016
  • NRated A in Nov 2016
  • DRated A in Dec 2016


  • JRated Plus in Jan 2017
  • FRated Plus in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MRated Plus 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


  • JNot rated in Jan 2018


Equity - UK Equity Income
over : 31/12/2016 - 31/12/2017

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 5.5% 3.4% 3.1% -2.4% 1.4%
2016 2.1% -3.3% -0.4% 4.5% 1.4%
2015 8.6% 6.5% -1.3% -0.9% 4.3%
2014 10.5% 3.2% 2.4% 1.4% 3.1%
2013 34.5% 17.1% 2.6% 5.1% 6.6%

Related News

Burford Capital eyes bond launch to support legal boom

Legal financier backed by fund managers Mark Barnett and Neil Woodford considers issuing another retail bond to support its rapid growth.

Woodford and Barnett-backed legal fund drops after reshuffle

Investors take profits in Burford Capital after legal finance hot stock – a rare bright spot in funds of Mark Barnett and Neil Woodford this year – surprises the market with management changes.

Barnett-backed Ranger takes another knock from Princeton

Ranger Direct Lending, one of a handful of loan funds backed by Invesco Perpetual's Mark Barnett, has suffered another blow from its problematic investment in Princeton Alternative Income fund.

Barnett backs P2P Global Investments for recovery

Invesco Perpetual’s Mark Barnett, the biggest investor in listed alternative lending funds, expresses faith in turnaround of sector's biggest disappointment so far.

Mark Barnett: my trusts’ dividends pay you to wait

Manager of Perpetual Income & Growth and Edinburgh investment trusts answers your questions about their recent performance and future prospects.

Mark Barnett-backed Biopharma Credit on track after $500m cancer loan

Biopharma Credit, the blockbusting closed-end fund launch of the year that includes Invesco Perpetual’s Mark Barnett among its top investors, takes big step towards investing its cash pile.

Mark Barnett: what questions would you like to ask him?

Invesco Perpetual income fund manager Mark Barnett is coming in for two video interviews next week. Here is your chance to suggest some questions.

Stifel upgrades Edinburgh after Barnett trust de-rates

Analysts at Stifel have turned ‘positive’ on Edinburgh as shares in Mark Barnett’s investment trust trail at their widest discount in five years.

Investment Trust Watch: Barnett and Woodford’s battle at the bottom

Shares in Edinburgh investment trust are looking 'cheap' after a difficult 12 months for manager Mark Barnett, like his predecessor Neil Woodford.

Canaccord: P2P Global faces long road to recovery

Canaccord analysts Alan Brierley and Brian Newell warn investors in P2P Global Investments are no longer compensated for the risks they are taking.

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.