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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Mark Westwood

Mark Westwood

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

About Mark Westwood

Dr. Mark Westwood was groomed to be a material scientist and earned his title after gaining a BSc (Hons) and a PhD in the field from Manchester University. Born in November 1972, Westwood entered the fund management world in 1998 as the assistant manager on the LeggMason Investors UK Growth fund and was given sole responsibility for the fund in March 2000. He left Legg Mason in 2005 and later joined Columbia Threadneedle, where he currently manages the Threadneedle UK Select Fund.

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Citywire Rating: + rated

2013

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

2014

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

2015

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

2016

  • JRated AAA 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 AA in Aug 2016
  • SRated AA in Sep 2016
  • ORated A in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JRated Plus in Jan 2017
  • FRated A in Feb 2017
  • MRated Plus in Mar 2017
  • ARated Plus in Apr 2017
  • MRated A in May 2017
  • JRated A in Jun 2017
  • JRated A in Jul 2017
  • ARated A in Aug 2017
  • SRated Plus in Sep 2017
  • ORated Plus in Oct 2017
  • NRated Plus in Nov 2017

Performance

over : 31/10/2016 - 31/10/2017
Manager Return
94 John Hair 23.7%
95 Justin Jones 23.7%
96 Mark Westwood 23.7%
97 Colin Morton 23.6%
97 Ben Russon 23.6%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.5% 6.9% 3.5%
2016 -12.3% -3.9% -10.6% 4.1% -2.0%
2015 5.2% 1.8% 5.5% -6.4% 4.6%
2014 -0.6% 1.2% 4.3% -4.7% -1.2%
2013 31.0% 4.9% 0.4% 12.3% 10.7%
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.