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Performance Review: why Duncan Lawrie is backing Barnett

Performance Review: why Duncan Lawrie is backing Barnett

Duncan Lawrie Private Bank is backing Citywire AAA-rated Mark Barnett as manager of the Invesco Perpetual Income fund, as his predecessor Neil Woodford launches a rival fund.

Funds & Fund Managers

All calculations in GBP
over :
 Average Manager Total Return : 10.8% (31 August 2013 - 31 August 2014)
Total Return
1 of 19

21.1%

1 of 19

21.1%

3 of 19

19.0%

3 of 19

19.0%

3 of 19

19.0%

3 of 19

19.0%

7 of 19

14.6%

8 of 19

13.1%

8 of 19

13.1%

8 of 19

13.1%

11 of 19

9.9%

12 of 19

6.9%

13 of 19

4.5%

13 of 19

4.5%

15 of 19

4.5%

15 of 19

4.5%

17 of 19

3.9%

17 of 19

3.9%

19 of 19

2.7%

Managers with less than 12 months history are below. View 1 month performance

Andrew Beal

Edmund Harriss

David Mercurio

Andrew Swan

Sean Taylor

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.

EM specialist acquires ex-First State and Invesco men's boutique

Blackfriars Asset Management, which is owned by a firm in the BNY Mellon family, is to absorb BDT Invest.

BlackRock launches Asia Special Situations fund

A new Asia Special Situations fund has been created by BlackRock for Andrew Swan.

Fidelity cuts China Special Sits fee ahead of Bolton departure

Fidelity has reduced the charges on its China Special Situations and Japanese Values investment trusts.

Absolute return back in vogue as investors pile into UK equities

The once unloved UK equity market is the best selling asset class for the third month in a row.

BlackRock creates European Special Sits & flexible Japan funds

New European Special Situations and Japan Flexible Equity funds have been created by BlackRock following the consolidation of its product range.

Dale Nicholls: why I'm excited to replace Anthony Bolton

Wealth Manager recently had exclusive access to Dale Nicholls as he talks about the challenge of replacing Anthony Bolton on the China Special Situations trust next March.

What Bolton learnt from his 40-year career

In a bus ride with renowned fund manager Anthony Bolton, he reflects on the lessons learnt during his career and why he doesn't regret moving to China.

Fidelity's new Asian stars lining up to replace Bolton & Liu

Dale Nicholls and Teera Chanpongsang have given an insight into their investment thinking as they prepare to replace two of the biggest names at Fidelity.

Anthony Bolton on course for first performance fee in China – just in time for his retirement

A strong run in recent months has set Anthony Bolton’s £762 million Fidelity China Special Situations fund on course to earn its first ever performance fee.

Matthews Asia hires ex-Invesco Perpetual sales manager for UK push

Matthews Asia, an Asia-only fund house based in San Francisco, has hired Simon Dale to spearhead its expansion across the UK and Europe.  

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