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

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Scott McKenzie

Scott McKenzie

Showing manager performance in United Kingdom View performance globally

About Scott McKenzie

Born in Glasgow in 1969, Scott McKenzie has over 15 years’ experience as a fund manager. He started out as an analyst with Britannic Asset Management in 1990 and was subsequently promoted to fund manager in the UK equities team. He joined Norwich Union in October 1999 where he ran the Norwich Distribution and the Norwich UK Equity Income funds. He moved to Martin Currie in November 2005 and describes himself as an income investor looking for total return through the exploitation of various investment styles.

Invests in own strategies

Are you Scott McKenzie?

Citywire Rating: + rated

2002

  • SNot rated in Sep 2002
  • ONot rated in Oct 2002
  • NRated A in Nov 2002
  • DRated AA in Dec 2002

2003

  • JRated A in Jan 2003
  • FRated A in Feb 2003
  • MRated A in Mar 2003
  • ARated A in Apr 2003
  • MRated A in May 2003
  • JRated A in Jun 2003
  • JRated A in Jul 2003
  • ARated A in Aug 2003
  • SRated A in Sep 2003
  • ORated A in Oct 2003
  • NRated A in Nov 2003
  • DRated A in Dec 2003

2004

  • JRated A in Jan 2004
  • FRated A in Feb 2004
  • MRated A in Mar 2004
  • ARated A in Apr 2004
  • MRated A in May 2004
  • JRated A in Jun 2004
  • JNot rated in Jul 2004
  • ANot rated in Aug 2004
  • SNot rated in Sep 2004
  • ONot rated in Oct 2004
  • NNot rated in Nov 2004
  • DNot rated in Dec 2004

2005

  • JNot rated in Jan 2005
  • FRated A in Feb 2005
  • MRated A in Mar 2005
  • ARated A in Apr 2005
  • MRated A in May 2005
  • JRated AA in Jun 2005
  • JRated AA in Jul 2005
  • ARated A in Aug 2005
  • SNot rated in Sep 2005
  • ONot rated in Oct 2005
  • NRated A in Nov 2005
  • DRated A in Dec 2005

2006

  • JRated A in Jan 2006
  • FRated A in Feb 2006
  • MRated AA in Mar 2006
  • ARated AA in Apr 2006
  • MRated A in May 2006
  • JRated A in Jun 2006
  • JRated A in Jul 2006
  • ARated A in Aug 2006
  • SRated A in Sep 2006
  • ORated A in Oct 2006
  • NRated AA in Nov 2006
  • DRated AA in Dec 2006

2007

  • JRated AA in Jan 2007
  • FRated AA in Feb 2007
  • MRated AAA in Mar 2007
  • ARated AA in Apr 2007
  • MRated AA in May 2007
  • JRated AA in Jun 2007
  • JRated A in Jul 2007
  • ARated AA in Aug 2007
  • SRated AA in Sep 2007
  • ORated AA in Oct 2007
  • NRated AA in Nov 2007
  • DRated A in Dec 2007

2008

  • JNot rated in Jan 2008
  • FRated A in Feb 2008
  • MRated A in Mar 2008
  • ARated A in Apr 2008
  • MNot rated in May 2008
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  • JNot rated in Jul 2008
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2009

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  • DNot rated in Dec 2009

2010

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2011

  • JNot rated in Jan 2011
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2012

  • JNot rated in Jan 2012
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2013

  • JNot rated in Jan 2013
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2014

  • JNot rated in Jan 2014
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  • ANot rated in Apr 2014
  • MNot rated in May 2014
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  • SNot rated in Sep 2014
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2015

  • JNot rated in Jan 2015
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  • MNot rated in Mar 2015
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  • SNot rated in Sep 2015
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  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SRated Plus in Sep 2017
  • ORated Plus in Oct 2017
  • NRated Plus in Nov 2017

Performance

over : 31/10/2016 - 31/10/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.7% 3.5% 5.0%
2016 5.3% -1.8% -10.1% 13.9% 4.7%
2015 -2.7% -0.8%

Related News

Why Saracen's McKenzie is sticking by pressured fund groups

Fund manager joined Saracen in late 2014 after a five year absence from the industry.

Former AA-rated Scott McKenzie joins Saracen after 5-year absence

Scott McKenzie has returned to fund management after quitting Martin Currie in 2009 to set up his own business.  

Scott McKenzie exits Martin Currie

UK equity income stalwart Scott McKenzie is leaving Martin Currie with immediate effect, handing the reins of the UK Equity Income fund to Ross Watson.

Principal backs Newton and Artemis funds to deliver income in 2009

Funds from Newton and Artemis have been promoted to the Principal Investment Management's equity income White List, while funds from Liontrust and Martin Currie have been blacklisted.

Geffen replaces Nutt on Principal White List

Principal Investment Management has replaced Jupiter’s Anthony Nutt with Neptune’s Robin Geffen on its White List.

Good call by star managers as Resolution price target falls

The decision of leading fund managers such as Martin Currie's Scott MacKenzie and Blackrock to sell Resolution last week has been validated.

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.