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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 Baribeau

Mark Baribeau

Showing manager performance in United Kingdom View performance globally

Citywire Rating: AA rated

2015

  • NRated A in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated A in Jan 2016
  • FRated A in Feb 2016
  • MRated Plus in Mar 2016
  • ARated Plus in Apr 2016
  • MRated Plus in May 2016
  • JRated A in Jun 2016
  • JRated A in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ARated Plus in Apr 2017
  • MRated AA in May 2017
  • JRated AA in Jun 2017
  • JRated AA in Jul 2017
  • ARated AA in Aug 2017
  • SRated AA in Sep 2017
  • ORated A in Oct 2017
  • NRated A in Nov 2017
  • DRated A in Dec 2017

2018

  • JRated A in Jan 2018
  • FRated A in Feb 2018
  • MRated A in Mar 2018
  • ARated A in Apr 2018
  • MRated AA in May 2018
  • JRated AA in Jun 2018
  • JRated AA in Jul 2018
  • ARated A in Aug 2018
  • SRated A in Sep 2018
  • ORated A in Oct 2018
  • NRated Plus in Nov 2018
  • DRated Plus in Dec 2018

2019

  • JRated Plus in Jan 2019
  • FRated A in Feb 2019
  • MRated A in Mar 2019
  • ARated AA in Apr 2019

Performance

over : 31/03/2018 - 31/03/2019
Rank 35/650 Equity - Global
Manager Return
33 G. Thomas Levering 18.2%
33 Gerald Stack 18.2%
35 Mark Baribeau 18.2%
35 Thomas Davis 18.2%
37 Nick Granger 18.1%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 15.9%
2018 3.2% 1.1% 12.9% 4.5% -13.6%
2017 31.7% 11.2% 4.9% 7.6% 5.0%
2016 14.4% -4.9% 6.8% 13.0% -0.4%
2015 12.3%

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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.