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

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Mark Wright

Mark Wright

About Mark Wright

Mark Wright began his investment career at Miton Group plc as an Assistant Investment Manager in 2006 after graduating from the University of York with a BSc degree in Economics. He has since completed his IMC. Mark has worked closely with Simon Callow throughout his career so far. He was made Deputy Fund Manager on the CF Miton Diversified Growth Fund (previously the CF Midas Balanced Growth Fund) on 12 July 2011, having previously been promoted to Investment Manager in January 2010.

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Citywire Rating: Not Rated


  • DNot rated in Dec 2013


  • 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
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SNot rated in Sep 2014


Mixed Assets - Aggressive
over : 31/08/2013 - 31/08/2014
Manager Return
67 David Jane 8.2%
67 John Ventre 8.2%
69 Simon Callow 8.1%
69 Mark Wright 8.1%
71 Hector Kilpatrick 8.1%

Total Return

Month by Month Performance

Quarterly Performance

to 31/08/2014 Annual Q1 Q2 Q3 Q4
2014 1.7% -0.3% 0.3% 1.6%
2013 15.9% 9.1% -2.6% 4.4% 4.5%
2012 10.5% 6.5% -2.6% 4.0% 2.5%
2011 -8.0% -0.3% -9.6% 2.0%

Related News

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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.