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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 Harries

Mark Harries

About Mark Harries

Born in 1965 in Wimbledon, Mark Harries studied economics, geography and history at the Glyn Grammar School, Epsom. He has over seventeen years of experience as a fund manager. He began his career in Coutts & Co (1983–1990) and went on to join ANZ Grindlays (1990–1998). In 1998 he joined Prudential Securites and later joined Cazenove Capital in 2001. He left Cazenove in October 2007 with Simon Wood to join SWIP, where they both now manage the Multi-Manager Diversity and Select Boutiques funds. Harries is a member of the ifs School of Finance. He lists golf, soccer and rugby among his interests outside of fund management.

Are you Mark Harries?

Citywire Rating: Not Rated

2004

  • DNot rated in Dec 2004

2005

  • JNot rated in Jan 2005
  • FNot rated in Feb 2005
  • MNot rated in Mar 2005
  • ANot rated in Apr 2005
  • MNot rated in May 2005
  • JNot rated in Jun 2005
  • JNot rated in Jul 2005
  • ANot rated in Aug 2005
  • SNot rated in Sep 2005
  • ONot rated in Oct 2005
  • NNot rated in Nov 2005
  • DNot rated in Dec 2005

2006

  • JNot rated in Jan 2006
  • FNot rated in Feb 2006
  • MNot rated in Mar 2006
  • ANot rated in Apr 2006
  • MNot rated in May 2006
  • JNot rated in Jun 2006
  • JNot rated in Jul 2006
  • ANot rated in Aug 2006
  • SNot rated in Sep 2006
  • ONot rated in Oct 2006
  • NNot rated in Nov 2006
  • DNot rated in Dec 2006

2007

  • JRated A in Jan 2007
  • FNot rated in Feb 2007
  • MRated A in Mar 2007
  • ANot rated in Apr 2007
  • MRated A in May 2007
  • JNot rated in Jun 2007
  • JNot rated in Jul 2007
  • ARated A in Aug 2007
  • SRated A in Sep 2007
  • ORated A in Oct 2007
  • NRated A in Nov 2007
  • DNot rated in Dec 2007

2008

  • JNot rated in Jan 2008
  • FNot rated in Feb 2008
  • MRated AA in Mar 2008
  • ARated AA in Apr 2008
  • MRated A in May 2008
  • JRated AA in Jun 2008
  • JRated AA in Jul 2008
  • ARated AA in Aug 2008
  • SRated AA in Sep 2008
  • ORated AA in Oct 2008
  • NRated AA in Nov 2008
  • DRated AA in Dec 2008

2009

  • JRated AA in Jan 2009
  • FRated AA in Feb 2009
  • MRated AA in Mar 2009
  • ARated AA in Apr 2009
  • MRated AAA in May 2009
  • JRated AA in Jun 2009
  • JRated AAA in Jul 2009
  • ARated AA in Aug 2009
  • SRated AA in Sep 2009
  • ORated A in Oct 2009
  • NRated A in Nov 2009
  • DRated A in Dec 2009

2010

  • JRated A in Jan 2010
  • FRated A in Feb 2010
  • MRated A in Mar 2010
  • ANot rated in Apr 2010
  • MRated A in May 2010
  • JRated A in Jun 2010
  • JRated A in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated 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
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014

Performance

over : 30/09/2013 - 30/09/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.0% 0.2% 0.6% 0.2%
2013 18.9% 12.1% -1.3% 3.1% 4.2%
2012 11.0% 7.2% -4.5% 5.0% 3.2%
2011 -11.8% 0.1% -0.5% -13.6% 2.6%
2010 15.9% 6.4% -7.5% 8.2% 8.9%
2009 1.6% 1.6%

Related News

Aberdeen's Kearney exits for Swip duo in multi-manager revamp

Aidan Kearney has become the latest manager to leave the combined business.

Threadneedle wins £285 million UK equity income mandate from Swip

Fund managers Leigh Harrison and Simon Brazier win large mandate from Swip multi-manager team.

SWIP brings three Frank Russell funds in-house

Swip multi-managers Simon Wood and Mark Harries have taken over management of three manager of manager funds formerly run by Russell Investments, as the firm reviews its outsourcing relationships.

SWIP's Wood and Harries set to take over Russell Investments funds

Citywire A-rated duo Simon Wood and Mark Harries are being lined up assume control of a number of the manager of managers funds currently run by Russell Investments.  

Could timber be the commodity of the next decade?

Timber could prove a key commodity play for the new decade, according to SWIP multi-managers Mark Harries and Simon Wood, who are also backing private equity in their new Optimal Multi Asset fund.

A-rated Swip duo unveil multi-asset fund of funds

Scottish Widows Investment Partnership (Swip) has launched a multi-asset fund for Citywire A-rated duo Mark Harries and Simon Wood with a return target of 6% above cash.

SWIP multi-manager team gears up for market rally

The Swip multi-manager team of Mark Harries and Simon Wood has increased its equity and commodities exposure in their Diversity fund in anticipation of a market rally.

Sector Watch: Pain continues for Cautious Managed sector

Only seven out of 85 managers in the Cautious Managed sector delivered positive returns for the 12 months to the end of July, with the months of May through to July proving particularly tough.

The Daily Interview: Swip multi-manager team looks for shelter in infrastructure

The Scottish Widows Investment Partnership (Swip) multi-manager team of Mark Harries and Simon Wood has bought into infrastructure in a bid to reduce its multi-asset fund of funds’ correlation with the downturn in markets.

Swip posts £7.6 billion fall in assets under management

Assets under management at Scottish Widows Investment Partnership fell by £7.6 billion to £90.2 billion over last 12 months, results for the company have shown.

...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.