Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Stephen Message

Stephen Message

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: AAA rated

2012

  • 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

2013

  • 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

2014

  • 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

Performance

Equity - UK Equity Income
over : 31/10/2013 - 31/10/2014

Total Return

Month by Month Performance

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 0.9% -0.5% -0.1% 1.1% 0.4%
2013 31.9% 14.3% 0.8% 4.7% 9.4%
2012 20.5% 9.9% -2.1% 7.2% 4.5%
2011 -5.7% 0.8% 0.5% -16.1% 11.0%
2010 18.4% 5.7% -11.0% 16.4% 8.2%
2009 2.6% 2.6%

Related News

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 Scotland: the Turnberry countdown begins

We can confirm a star-studded line up for our annual event in Turnberry running on 19-20 June. 

Sanlam cuts Barnett & Artemis pair in major income overhaul

Income funds from Artemis and Invesco are among six ejected from Sanlam's White List, with Standard Life and Rathbones beneficiaries, while Newton and M&G find themselves blacklisted.

Star manager Richard Buxton quits Schroders for Old Mutual

Star fund manager Richard Buxton has resigned as Schroders head of UK equities to take up a post with Old Mutual Global Investors, Citywire can reveal.

Outlook is brighter for dividend recovery

Dividends look set to take centre stage for income-hungry investors as the UK moves into its third year of historically low interest rates.

Five stocks to beat inflation

With base rate at a historic low, leading managers single out five stocks with strong pricing power that can beat inflation. 

Old Mutual to restructure UK equity income range

The asset manager has unveiled plans to merge its two UK equity income funds run by Stephen Message.

Reporting season will refocus investors on fundamentals

Old Mutual Equity Income manager Stephen Message says a strong results season will boost investor confidence and switch attention from macro concerns

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.