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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

Showing manager performance in United Kingdom 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).

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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
  • DRated AAA in Dec 2014

2015

  • 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

2016

  • JRated AAA in Jan 2016

Performance

Equity - UK Equity Income
over : 31/12/2014 - 31/12/2015
Manager Return
33 Karen Robertson 8.7%
34 Simon Holman 8.6%
35 Mark Barnett 8.6%
36 Hugh Yarrow 8.4%
37 Phil Cliff 7.8%

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
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%
2012 14.7% 5.3% 0.2% 6.0% 2.7%
2011 3.7% 1.7% 4.6% -5.8% 3.5%

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...more...
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.