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Stephen Message

Stephen Message

Showing manager performance in United Kingdom View performance globally

About Stephen Message

Stephen Message is a fund manager at Old Mutual Asset Management and manages the Old Mutual Equity Income fund. He describes his investment style as bottom up focused and identifies those companies whose valuation can rise relative to the broader market or where the profit growth outlook is under-appreciated. Prior to joining Old Mutual he was a fund manager at Bessemer Trust. Stephen is a Chartered Financial Analyst and studied Aeronautical Engineering at Imperial College London.

Invests in own strategies

Are you Stephen Message?

Citywire Rating: Not Eligible

Stephen Message does not currently have the required track record to be eligible for a Citywire Rating. See methodology


  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated A in Dec 2012


  • JRated A in Jan 2013
  • FRated A in Feb 2013
  • MRated AA in Mar 2013
  • ARated A in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated AA in Sep 2013
  • ORated A in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013


  • JRated A in Jan 2014
  • FRated A in Feb 2014
  • MRated AA in Mar 2014
  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated AA in Aug 2014
  • SRated AA in Sep 2014
  • ORated AAA in Oct 2014
  • NRated AAA in Nov 2014
  • DRated AAA in Dec 2014


  • 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


  • JRated AAA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated AA in Apr 2016
  • MRated AA in May 2016
  • JRated AA in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DNot rated in Dec 2016


Equity - UK Equity Income
over : 30/04/2017 - 30/04/2018
Manager Return
61 Douglas Scott 4.7%
61 Iain Wells 4.7%
63 Stephen Message 4.6%
64 Jeremy Lang 4.6%
65 Lee Gardhouse 4.5%
65 Ellen Powley 4.5%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -7.5%
2017 11.1% 4.2% 2.5% 1.5% 2.5%
2016 6.6% -3.8% -1.5% 8.0% 4.3%
2015 3.9% 5.3% 0.0% -5.0% 3.9%
2014 5.1% -0.5% -0.1% 1.1% 4.6%
2013 4.7% 9.4%

Related News

Stephen Message: my 'lonely' bank experience

Since taking over Legal & General Investment Management’s UK Equity Income fund, Stephen Message has been busy restructuring the £276 million mandate.

Stephen Message leaves Old Mutual Global Investors

Ed Meier will take of as manager of the Old Mutual UK Equity Income fund.

Taxicab Tenner: OMGI's Stephen Message

The manager of the Old Mutual Global Investors UK Equity Income fund discusses today's uncertain dividends.

Sanlam study: Unicorn leads as Schroder Income Maximiser blacklisted

The Unicorn UK Income fund is top of Sanlam's latest study, while Schroder Income Maximiser slips into the Black List.

Why AAA-rated Message is avoiding safe haven in the bear market

Old Mutual Global Investors' Stephen Message has been adding to oil companies and banks in light of the bear market.

Sanlam Income study: Cholwill takes top spot as Aberdeen languishes

AAA-rated Martin Cholwill's fund is in top spot in Sanlam Private Investments' bi-annual study as Aberdeen finds itself in the doldrums following its Swip buy.

Where will the special dividends come from next?

Leading UK equity income managers discuss where they see special dividends as likely to appear next.

Old Mutual’s Message: It’s time to ditch equity safe havens

The fund has no exposure to food producers or beverage companies. 

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.