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You are here: Manager factsheet

Mark Barnett

FE Alpha Manager
Invesco Asset Management, Invesco Fund Managers Ltd, Invesco Management S.A.
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Based in Henley-on-Thames, Mark is responsible for the management of a number of UK equity portfolios, with a focus on the management of open and closed ended vehicles. Mark began his investment career with Mercury Asset Management in 1992. Mark joined our company in 1996. Since then, he has become one of the team’s most experienced fund managers, specialising in UK equity income investing. He graduated in French and Politics from Reading University in 1992 and has passed the associate examinations of the Association for Investment Management and Research (AIMR).
Total return for Mark Barnett
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Mark Barnett

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
Mark Barnett -6.8 -1.3 4.3 4.9 8.7 12.4 31.1 19.5 4.9 18.5
Peer Group Composite -0.9 4.6 12.3 9.8 2.4 6.7 27.6 14.6 -3.2 14.7
Over / Under -5.9 -5.9 -8.0 -4.9 6.3 5.7 3.5 4.9 8.1 3.8
Performance vs peer group composite: Mark Barnett
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Perpetual Income and Growth Investment Trust plc Lead manager IT UK Equity Income since Aug 01 1999 to present
Invesco UK Strategic Income (UK) Lead manager IA UK All Companies since Jan 01 2006 to present
Edinburgh Investment Tst plc Lead manager IT UK Equity Income since Jan 28 2014 to present
Invesco High Income (UK) Lead manager IA UK All Companies since Mar 01 2014 to present
Invesco Income (UK) Lead manager IA UK All Companies since Mar 01 2014 to present
Invesco UK Equity Income A Lead manager FO Equity - UK since Jun 25 2014 to present
Invesco UK Equity Income A Semi-Annual Lead manager FO Equity - UK since Jun 25 2014 to present
Invesco UK Equity Income C Lead manager FO Equity - UK since Jun 25 2014 to present
Invesco UK Equity Income C Semi-Annual Lead manager FO Equity - UK since Jun 25 2014 to present
Invesco UK Equity Income Z Lead manager FO Equity - UK since Jun 25 2014 to present
Invesco UK Equity Income Z Semi-Annual Lead manager FO Equity - UK since Jun 25 2014 to present
Funds managed previously
Fund Periods
Keystone IT Plc since Jan 01 2003 to Mar 31 2017
Invesco Perpetual Select UK Equity plc since Nov 23 2006 to Oct 03 2016
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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