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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

Mark Barnett

Mark Barnett

Showing manager performance in Funds Insider View performance globally

About Mark Barnett

Based in Henley-on-Thames, Mark Barnett is responsible for the management of a number of UK equity portfolios, with a focus on the management of open and closed ended vehicles. Mark began his investment career with Mercury Asset Management in 1992. Mark joined Invesco Perpetual in 1996. Since then, he has become one of the team's most experienced fund managers, specialising in UK equity income investing. He graduated in French and Politics from Reading University in 1992 and has passed the associate examinations of the Association for Investment Management and Research (AIMR).

Are you Mark Barnett?

Citywire Rating: Not Rated

2010

  • SRated A in Sep 2010
  • ORated A in Oct 2010
  • NRated A in Nov 2010
  • DRated A in Dec 2010

2011

  • JRated A in Jan 2011
  • FRated A in Feb 2011
  • MNot rated in Mar 2011
  • ARated A in Apr 2011
  • MRated A in May 2011
  • JRated A in Jun 2011
  • JRated A in Jul 2011
  • ARated A in Aug 2011
  • SRated A in Sep 2011
  • ORated A in Oct 2011
  • NRated A in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SRated A 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 A in Mar 2013
  • ARated AA in Apr 2013
  • MRated AA in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated AA in Aug 2013
  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013

2014

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

2015

  • 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

2016

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

2017

  • JRated Plus in Jan 2017
  • FRated Plus in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MRated Plus in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017

2018

  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018
  • ANot rated in Apr 2018
  • MNot rated in May 2018
  • JNot rated in Jun 2018
  • JNot rated in Jul 2018
  • ANot rated in Aug 2018
  • SNot rated in Sep 2018
  • ONot rated in Oct 2018
  • NNot rated in Nov 2018
  • DNot rated in Dec 2018

2019

  • JNot rated in Jan 2019
  • FNot rated in Feb 2019
  • MNot rated in Mar 2019

Performance

Equity - UK Equity Income
over : 28/02/2016 - 28/02/2019
Manager Return
88 Alex Odd 4.5%
89 Simon Holman 3.7%
90 Mark Barnett 0.1%
91 Mark Swain -1.2%
92 Neil Woodford -9.2%

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -12.7% -8.1% 6.5% -0.2% -10.6%
2017 5.5% 3.4% 3.1% -2.4% 1.4%
2016 2.1% -3.3% -0.4% 4.5% 1.4%
2015 8.6% 6.5% -1.3% -0.9% 4.3%
2014 2.4% 1.4% 3.1%

Related News

Beleaguered Barnett hails dividends at their cheapest in a century

Invesco income manager is enduring a poor run of performance but is sticking with the UK domestic stocks that have cost him.

Soaring AJ Bell to fly into FTSE 250 three months after IPO

Shares have surged 82% from flotation price, setting up online stockbroker for 'mid-cap' status in this week's quarterly FTSE reshuffle.

Provident rejects 'irresponsible' bid backed by Woodford and Barnett

Doorstep lender Provident Financial has angrily rejected a takeover bid backed by fund managers Neil Woodford and Mark Barnett.

Woodford and Barnett back Provident Financial takeover

Fund managers Neil Woodford and Mark Barnett throw their weight behind takeover approach from Non-Standard Finance.

The funds investors dumped in 'annus horribilis' for sales

Eleven funds each saw more than £1 billion leave the door last year, in a grim year for global stock markets.

Provident Financial deals further blow to Woodford and Barnett

Shares in doorstep lender slump on profit warning, dealing another blow to big fund manager backers Neil Woodford and Mark Barnett.

Next shows there’s light at end of retail tunnel after Brexit

Shares in Next climb 5% after fashion retailer delivers belated Christmas cheer for high street investors, particularly those plugged into e-commerce.

Barnett & Woodford-backed Burford basks in wealth deal

Burford Capital shares jump 18% after litigation financier backed by fund managers Mark Barnett and Neil Woodford unveils $1 billion partnership with sovereign wealth fund.

AJ Bell shares surge 38% on stock market debut

Shares in online stockbroker jump 38% in conditional trading, surging to £866 million market cap as investors bid up price.

Barnett's AJ Bell payday underlines Woodford's struggles

Neil Woodford's sale of his AJ Bell stake earlier this year means he will miss out on the likely flotation payday for Mark Barnett's Invesco income funds.

...more...
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.