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

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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


  • 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


Equity - UK Equity Income
over : 28/02/2014 - 28/02/2015

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
2014 10.5% 3.2% 2.4% 1.4% 3.1%
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 -3.8% 8.4% 5.6%

Related News

FTSE rallies 1.7% on oil and gold after Swiss shock

(Update) Energy stocks lift FTSE 100 after oil breaches $50 mark, erasing losses from shock Swiss currency move.

Black Wednesday as Game Digital plunges on profits warning

Game Digital disappoints Neil Woodford and Mark Barnett with a profits warning seven months after the computer games retailer returned to the stock market.

Woodford & Barnett AIM pick plans US push post-share price surge

Neil Woodford and Mark Barnett’s AIM-pick Xeros is planning US expansion.

Woodford and Barnett back Mercia Technologies IPO

Star managers Neil Woodford and Mark Barnett have backed Mercia Technologies' £106 million IPO.

Aviva: Mark Barnett not yet proved himself as heir to Woodford

The life company is concerned that Mark Barnett does not have the same calibre of team that Neil Woodford had.

Invesco's Barnett warns on lure of yield traps

However, Barnett 'heartened' by dividend pay out ratio of FTSE All-Share Index.

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.

Citywire Discovery Source: Citywire Discovery 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.