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Jonathan Barber

Jonathan Barber

Showing manager performance globally. You can view performance in individual jurisdictions.

About Jonathan Barber

A long serving employee at Columbia Threadneedle, and lead manager on the Threadneedle UK Monthly Income fund, Jonathan Barber graduated with a BSc (Hons) in Business Administration from Bath University before starting his investment career at Scottish Equitable as an investment analyst in 1990. He moved to join Eagle Star Investment Managers as a fund manager in 1992, and the firm became part of Columbia Threadneedle in 1994. During his time at Columbia Threadneedle, Jonathan has managed a number of the firm’s funds.

Are you Jonathan Barber?

Citywire Rating: Not Rated

2013

  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated AA in Nov 2013
  • DRated A in Dec 2013

2014

  • JRated A in Jan 2014
  • FRated AA in Feb 2014
  • MRated AA in Mar 2014
  • ARated AA in Apr 2014
  • MRated A in May 2014
  • JRated AA in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated A in Oct 2014
  • NRated A in Nov 2014
  • DRated AA in Dec 2014

2015

  • JRated AA in Jan 2015
  • FRated A in Feb 2015
  • MRated A in Mar 2015
  • ARated AA in Apr 2015
  • MRated A in May 2015
  • JRated AA in Jun 2015
  • JRated AA in Jul 2015
  • ARated AA in Aug 2015
  • SRated A in Sep 2015
  • ORated AA in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

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

2017

  • JRated Plus in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017

Performance

over : 31/10/2016 - 31/10/2017
Manager Return
83 Mark Barnett 16.3%
84 Jonathan Barber 16.2%
85 Carl Stick 16.2%
86 Phil Cliff 16.2%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.0% 6.1% 1.9%
2016 -10.8% -3.9% -8.2% 4.2% -2.9%
2015 1.6% 0.4% 4.5% -6.3% 3.3%
2014 -0.3% 0.9% 4.5% -4.9% -0.6%
2013 30.4% 3.9% 0.9% 13.8% 9.3%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.