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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

About Mark Barnett

Mark Barnett graduated from the University of Reading with a BA in French & politics. He began his investment career in 1992 with Mercury Asset Management, and joined Invesco Perpetual in 1996 where he is currently a fund manager. Mark has been managing funds for over 18 years.

Are you Mark Barnett?

Citywire Rating: AAA rated

2010

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

2011

  • 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

2012

  • 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

2013

  • 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

2014

  • 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

Performance

Equity - UK Equity Income
over : 31/10/2013 - 31/10/2014

Total Return

Month by Month Performance

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 7.7% 3.2% 2.4% 1.3% 0.5%
2013 34.5% 17.1% 2.6% 5.1% 6.6%
2012 14.7% 5.3% 0.2% 6.0% 2.7%
2011 3.7% 1.7% 4.6% -5.8% 3.5%
2010 15.2% 4.6% -3.8% 8.4% 5.6%
2009 4.2% 4.2%

Related News

Fees cut on Mark Barnett Income & Growth trust

Fee cut follows similar cuts on Invesco Perpetual's AAA-rated manager's other trusts.

Invesco Perpetual Income cuts debt to £31.5m; Outflows hit £4bn

Mark Barnett’s Invesco Perpetual Income fund paid down its overdraft by £62.4 million in October but continues to run a negative cash position.

Invesco's Barnett: best days of the UK recovery behind us

Invesco Perpetual's head of UK equities sees outlook as ok but not spectacular.

Chatfeild-Roberts ups Woodford stake to £800m

Woodford now makes up 11% of £4.6 billion Jupiter Merlin Income fund.

How should fund groups handle star manager exits?

Wealth managers reveal how they want fund groups to react to losing star employees.

Woodford v Barnett: three months on, who’s winning?

Wealth Manager looks at which heavyweight is ahead over the past three months in both performance and flow.

Invesco cuts fees on Barnett and Mustoe’s trust

Invesco has lowered the charges on its closed-ended fund of funds.

Skandia moves £640m mandate from Invesco to Woodford

Skandia is to close its versions of the Invesco Perpetual Income and High Income funds and move investors into a new mandate managed by Neil Woodford.

Barnett's Edinburgh Trust ups gearing limit to 25%

The Edinburgh Investment Trust has increased its maximum permitted gearing to 25% and refinanced £100 million debenture stock.

Jupiter Merlin team buys into Woodford fund

Jupiter's Merlin multi-manager team has bought into Neil Woodford's new fund, Wealth Manager can reveal.

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.