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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 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).

Are you Mark Barnett?

Citywire Rating: Not 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
  • 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

2017

  • 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

Performance

Equity - UK Equity Income
over : 31/10/2014 - 31/10/2017
Manager Return
78 Jonathan Barber 21.6%
79 Neil Woodford 21.2%
80 Mark Barnett 20.3%
81 Michael Clark 18.4%
82 Ian Lance 18.3%
82 John Teahan 18.3%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.4% 3.1% -2.4%
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

Bank bull Woodford buys Barclays and RBS

Manager who once shunned banks underlines his bullishness on the sector by revealing investments in Barclays and RBS.

Embattled Capita finally finds a CEO

Jonathan Lewis has been appointed CEO of the troubled outsourcing giant seven months after previous boss Andy Parker stepped down.

Pound splutters on political jitters after May speech

Prime minister's poorly-received speech yesterday sparks sell-off of pound, on fears of political instability.

Card Factory slump hits Woodford and Barnett

Shares in greetings card retailer slump on lower profits and news special dividends will be reviewed.

Carthew: why is equity income fund selection such a mess?

What makes a fund stand out? It is a question that preoccupies boards and is relevant when investors are being warned of me-too funds, quasi-trackers and active investing

Capita delivers fresh blow to Woodford and Barnett

Shares in outsourcing company slide on disappointing results, hurting big backers Neil Woodford and Mark Barnett.

FTSE falls but Next soars on turnaround hopes

Next soars after upgrade sparks turnaround hopes, while FTSE 100 falls, as hawkish Bank of England kicks off sterling rally.

Woodford & Barnett hit as Provident Financial plunges 70%

(Update with Neil Woodford comment) Shares in Provident Financial collapse on FCA investigation, boss departure and scrapped dividend, hurting fund investors.

Profile: Rathbones' fund boss on spotting emerging talent

A great fund manager is really easy to spot, says Mike Webb, chief executive of Rathbones Unit Trust Management

Provident plunge hits Woodford, Barnett and Darwall

Big name fund managers Neil Woodford, Mark Barnett and Alexander Darwall hit by plunge in shares of doorstep lender Provident Financial.

...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.