PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Jonathan Barber
Threadneedle Investment Servic
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Jonathan Barber is a Portfolio Manager in the UK Equities team, having joined the company in 1994. He manages the CT UK Monthly Income Fund, CT Monthly Extra Income Fund as well as segregated mandates and also has research responsibility for the utilities, property and oil & gas majors sectors.Jonathan started his career with Scottish Equitable as an investment analyst in 1990 before joining Eagle Star Investment Managers1 as a Fund Manager in 1992.He has a BSc (Hons) Business Administration from Bath University. He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK.
Total return for Jonathan Barber
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jonathan Barber

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Jonathan Barber 8.6 0.7 8.5 26.0 -17.7 4.3 -4.9 10.3 -0.1 10.9
Peer Group Composite 9.5 -1.1 10.5 32.1 -20.9 3.6 0.3 15.2 -2.8 8.8
Over / Under -0.9 1.8 -2.0 -6.1 3.2 0.7 -5.2 -4.9 2.7 2.1
Performance vs peer group composite: Jonathan Barber
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT UK Monthly Income Lead manager UT UK Equity Income since Jun 01 2002 to present
CT Managed Equity Income Lead manager UT Mixed Investment 40-85% Shares since Nov 18 2022 to present
CT Monthly Extra Income Co-managed UT Mixed Investment 40-85% Shares since Nov 18 2022 to present
Funds managed previously
Fund Periods
CT Monthly Extra Income since Jul 01 2002 to Nov 30 2003
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector F&C vs Alliance Trust: Which core global equity trust should you pick? By Jean-Baptiste Andrieux  18-Apr-2024
Group Investors sell Fundsmith and Baillie Gifford funds in the first quarter of 2024 By Jean-Baptiste Andrieux  17-Apr-2024
Group Bond fund flows: Investors penalise Allianz Strategic Bond and Janus Henderson Strategic Bond for poor performance By Matteo Anelli  16-Apr-2024
Sector The discounted investment trusts this specialist stockpicker is snapping up By Emma Wallis  09-Apr-2024
Sector AJ Bell’s six ISA funds for investors of all risk tolerances By Jonathan Jones  27-Mar-2024
Group The top-quartile UK and European small-cap funds that weren’t afraid to stray from their benchmarks By Jean-Baptiste Andrieux  19-Mar-2024
Group The most consistent cautious funds of the decade By Matteo Anelli  14-Mar-2024
Group The UK equity income funds that keep delivering the most bang for your buck By Matteo Anelli  11-Mar-2024
Sector The best of the best: Funds chosen and managed by women By Emma Wallis  08-Mar-2024
Sector The most expensive trusts relative to their history By Matteo Anelli  07-Mar-2024
Group Nick Train and Terry Smith in Bestinvest’s dog house for the first time By Matteo Anelli  04-Mar-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc