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You are here: Manager factsheet

Jonathan Barber

Threadneedle Investment Servic
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Manager profile
Jonathan Barber joined the company in 1994. He manages the Threadneedle UK Monthly Income Fund and the Allied Dunbar High Income Fund. He also has research responsibility for the utilities, Lloyds insurers 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 holds 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
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
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 -2.9 31.1 -14.4 -3.4 2.6 5.1 10.5 3.1 10.5 20.7
Peer Group Composite -2.8 32.2 -13.2 -4.0 4.1 10.9 8.1 2.6 9.7 21.4
Over / Under -0.1 -1.1 -1.2 0.6 -1.5 -5.8 2.4 0.5 0.8 -0.7
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
Outperformed peer group composite
4 years
out of a possible 10
Overall markets
Underperformed peer group composite
6 years
out of a possible 10
Rising markets
Outperformed peer group composite
3 years
out of a possible 7
Falling markets
Outperformed peer group composite
1 year
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
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
Manager Richard Colwell to retire after 32 years in the City By Gary Jackson  27-Sep-2022
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.

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