This Fund Manager Rating is based on the Citywire Long Only ratings methodology
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Mark Barnett
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).
Funds Managed
Citywire Rating: Not Rated
Performance
Manager | Return | ||
---|---|---|---|
86 | Michael Clark | 6.0% | |
87 | David Jehan | 4.5% | |
88 | Mark Barnett | 1.6% | |
89 | Simon Holman | 0.0% | |
90 | Mark Swain | -0.4% | |
View full league table |
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% |