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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 Investment Trust 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

Performance

Equity - UK Equity Income
over : 30/09/2017 - 30/09/2018
Manager Return
93 Stephen Message -0.6%
94 James Lynch -0.9%
95 Mark Barnett -0.9%
96 Matthew Hudson -1.2%
97 Alan Dobbie -1.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -8.1% 6.5% -0.2%
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 10.5% 3.2% 2.4% 1.4% 3.1%
2013 6.6%

Related News

Hermon eyes flotation of Burford ‘copycat’ Vannin

Henderson Smaller Companies manager Neil Hermon considers backing flotation of litigation financier Vannin Capital after stunning success of rival Burford Capital.

Mark Barnett trusts launch buybacks to battle discounts

With value investors making inroads into their stock, Edinburgh and Perpetual Income & Growth have started to buy back shares for the first time in over a decade as their boards grapple with underperformance of their former star fund manager.

Ranger Direct Lending agrees to wind up after Ares flees

(Update) Board of beleagured loan fund surrenders to investors’ demands to wind up company and return money to shareholders after Ares Capital Management said it did not want to be its new fund manager.

Mark Barnett holds steady as Perpetual Income stalls again

Fund manager sticks to his guns as Perpetual Income & Growth, the investment trust he has managed since 1999, reports second year of underperformance and drops towards bottom of its sector over five years.

Invesco’s Goldstone: closest we’ve been to value recovery

James Goldstone, who succeeded Invesco Perpetual’s Mark Barnett on Keystone investment trust a year ago, is ‘cautiously optimistic’ markets are close to a recovery in value stocks.

Crystal Amber managers snap up shares as discount widens

Activist fund managers of AIM-listed Crystal Amber have purchased £150,000 of shares in the UK smaller companies investment trust after a widening in its discount.

British Empire presses Oakley Capital to move from Bermuda

(Correction) Manager of investment trust activist plans to persuade Oakley Capital Investments to move from its offshore base and improve shareholder returns after buying 10% of the venture capital company's shares.

Ranger Direct Lending sacks manager and abandons P2P

Troubled peer-to-peer investment company backed by Invesco’s Mark Barnett serves notice on its fund manager and looks to switch to secured loans with Ares Credit.

Investment trusts dominate AJ Bell’s list of best-selling ISAs

Excluding direct equities, six of the 10 most popular investments on the AJ Bell broking platform in the first quarter were investment trusts.

Burford bounce boosts Woodford and Barnett

Shares in litigation finance provider surge, providing some relief to major fund manager backers Neil Woodford and Mark Barnett.

...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.