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You are here: Manager factsheet

Ciaran Mallon

Invesco Fund Managers Ltd
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Manager profile
Ciaran was appointed co-manager of the Invesco UK Equity High Income Fund (UK) and the Invesco UK Equity Income Fund (UK) in May 2020, alongside James Goldstone. Based in Henley-on-Thames, Ciaran is the sole manager of the Invesco Income and Growth Fund (UK) (appointed in July 2005). Following the combination of the Invesco Income Growth Trust Plc and the UK Equity Share Portfolio of the Invesco Select Trust plc in April 2021, Ciaran was appointed co-manager of the UK Equity Share Portfolio of the Invesco Select Trust plc alongside James Goldstone. Additionally Ciaran is responsible for the UK equity element of the Invesco Monthly Income Plus Fund (UK) and the Invesco Distribution Fund (UK). Ciaran began his investment career in 1994, joining HSBC where he was as an investment analyst before moving to United Friendly Asset Management (UFAM) in 1999 as a fund manager and joining Invesco in 2005. Ciaran holds an MA in Chemistry from Oxford University, the Securities Institute Diploma and is a CFA Charterholder.
Total return for Ciaran Mallon
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 : Ciaran Mallon

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
Ciaran Mallon 10.5 -4.2 8.9 26.1 -14.3 1.3 -3.0 11.3 -5.6 7.0
Peer Group Composite 6.5 -2.7 4.5 28.7 -13.2 3.1 1.3 14.5 -2.6 6.4
Over / Under 4.0 -1.5 4.4 -2.6 -1.1 -1.8 -4.3 -3.2 -3.0 0.6
Performance vs peer group composite: Ciaran Mallon
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
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Income & Growth (UK) Lead manager IA UK All Companies since Jul 01 2005 to present
Invesco Distribution (UK) Co-managed IA Mixed Investment 20-60% Shares since Oct 01 2013 to present
Invesco Monthly Income Plus (UK) Co-managed IA Sterling Strategic Bond since Oct 01 2013 to present
Invesco UK Equity High Income (UK) Co-managed IA UK All Companies since May 15 2020 to present
Invesco UK Equity Income (UK) Co-managed IA UK All Companies since May 15 2020 to present
Invesco Invesco Select Trust PLC Co-managed IT UK Equity Income since Apr 23 2021 to present
Funds managed previously
Fund Periods
Invesco Invesco Income Growth Trust plc since Jan 01 2005 to fund close
Invesco UK Equity Income since May 15 2020 to fund close
Invesco UK Strategic Income (UK) since May 15 2020 to fund close
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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