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

Mark Wharrier

Mark Wharrier

Showing manager performance in United Kingdom View performance globally

About Mark Wharrier

Mark Wharrier is a fund manager and analyst with 24 years’ investment experience in UK and international equity markets. Wharrier is responsible for co-managing the UK Income Fund. Before joining Majedie in 2018, Wharrier was a fund manager at Troy Asset Management for a year after joining BlackRock in 2013, where he was a managing director responsible for over £1 billion of UK equity income mandates including the BlackRock UK Income Fund. Prior to that, he was a UK equity fund manager at NewSmith Asset Management. Wharrier joined Mercury Asset Management in 1994 (subsequently acquired by Merrill Lynch, now BlackRock) where he managed UK equity funds. He holds a BA in economics, history and management from the University of Durham. He has the ASIP qualification and is an Associate Member of the CFA Society of the UK.

Are you Mark Wharrier?
Funds Managed
  1. Majedie UK Income X Inc

Citywire Rating: Not Eligible

Mark Wharrier does not currently have the required track record to be eligible for a Citywire Rating. See methodology

2016

  • SRated AA in Sep 2016
  • ORated AA in Oct 2016
  • NRated AA in Nov 2016
  • DRated AA in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated A in Feb 2017
  • MRated A in Mar 2017
  • ARated A in Apr 2017
  • MRated AA in May 2017
  • JRated AA in Jun 2017
  • JRated A in Jul 2017
  • ARated A in Aug 2017

Performance

Equity - UK Equity Income
over : 31/05/2018 - 31/05/2019
Manager Return
94 Thomas Buckingham -9.4%
94 Ian Butler -9.4%
96 Mark Wharrier -9.5%
97 Mark Barnett -9.6%
98 Eric Moore -9.6%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.6%
2018 -12.3% -5.9% 8.0% -1.3% -12.7%
2017 11.1% 4.3% 2.0% 1.5% 3.0%
2016 8.5% -2.2% -1.3% 8.9% 3.2%
2015 9.5% 7.7% -0.9% -3.5% 6.4%
2014 1.1% 3.6%

Related News

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.