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Mark Swain

Mark Swain

Showing manager performance in United Kingdom View performance globally

About Mark Swain

Mark Swain is a Fund Manager for Smith & Williamson based in London. He has been with the firm since 2005 and before this he was an Assistant Fund Manager at Leopold Joseph/Bank of Butterfield. Currently, he runs the Smith & Williamson Enterprise Fund dealing in UK equities using an income investment style. Mark is a member of the Chartered Institute for Securities & Investments (CISI) and graduated with a BEng (hons) from Nottingham University where he studied Electronic Engineering. When not working, he enjoys various sports such as fishing, golf, tennis, football and skiing.

Invests in own strategies

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Citywire Rating: Not Rated


  • JRated Plus in Jun 2015
  • JRated Plus in Jul 2015
  • ARated Plus in Aug 2015
  • SRated Plus in Sep 2015
  • ORated Plus in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015


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


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


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


over : 28/02/2016 - 28/02/2019

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -6.2% -2.1% 0.9% -0.1% -5.0%
2017 4.9% 0.1% 0.1% 2.7% 1.9%
2016 1.7% -4.5% -0.7% 4.6% 2.5%
2015 3.8% -0.1% 0.3% 0.5% 3.2%
2014 -0.3% 3.4% 2.5%

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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.