Tellworth UK Income and Growth Fund

This is a brand-new fund launch from Tellworth. Mark Barnett previously worked at Invesco with a track-record stretching back to 1996, having previously worked at Mercury Asset Management. Mark left Invesco in 2020 and clearly the last few months have been a time for reflection and a chance to start afresh. The key difference between Mark and another high-profile ex Invesco Manager is that he appears very humble and excited about the new launch. Speaking to him, he seems excited about working for a boutique, something he enjoyed about Perpetual (Invesco) back in 1996.

He is also keen to take on board lessons from the past. The fund will be capacity restricted at around £1 billion. He believes there is evidence which shows the larger the fund, the poorer the performance can get. He wants to go back to his routes and deliver to investors the performance he was able to deliver in the past. This strategy will also only invest in listed securities and has a smaller number of holdings, between 40 and 60 compared to his previous strategy. The other area of change will be on the sale discipline….read more


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