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Mark Wharrier

Mark Wharrier

Showing manager performance in United Kingdom View performance globally

About Mark Wharrier

Mark Wharrier is a member of BlackRock's UK Equity team and portfolio manager of the BlackRock UK Income fund. Wharrier joined BlackRock in September 2013 from NewSmith Asset Management, where he was a portfolio manager and a founding member of the UK Equity team. Wharrier's service with BlackRock first began in 1994 when he joined Mercury Asset Management, which subsequently became Merrill Lynch Investment Managers (MLIM). Wharrier earned a BA (Hons) in Economics, History and Management from the University of Durham in 1994.

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Citywire Rating: A rated

2016

  • SRated AA in Sep 2016
  • ORated AA in Oct 2016
  • NRated AA in Nov 2016
  • DRated AA in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated A in Feb 2017
  • MRated A in Mar 2017
  • ARated A in Apr 2017
  • MRated AA in May 2017
  • JRated AA in Jun 2017
  • JRated A in Jul 2017

Performance

Equity - UK Equity Income
over : 30/06/2016 - 30/06/2017
Manager Return
41 Charlie Thomas 19.6%
42 David Goldman 19.5%
42 Adam Avigdori 19.5%
42 Mark Wharrier 19.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.3% 2.0%
2016 8.5% -2.2% -1.3% 8.9% 3.2%
2015 9.5% 7.7% -0.9% -3.5% 6.4%
2014 7.5% 1.1% 1.5% 1.1% 3.6%
2013 7.6%

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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.