When: March 6 2014 for income portfolios, January 28 2014 for Edinburgh Investment Trust
Joined Invesco Perpetual: 1996
Current funds: IP Income, IP High Income, IP Strategic Income, The Edinburgh Investment Trust, Perpetual Income & Growth Trust, IP Select Trust (UK Equity portfolio), IP Keystone Investment Trust
Assets under management: £24.7bn
Note: This includes £21.5bn from the two income funds last measured in January 2014 under the management of Neil Woodford not Mark Barnett.
Name: Alex Wright
Replacing: Sanjeev Shah on £2.85bn Fidelity Special Situations
When: January 1 2014
Joined Fidelity: 2001
Current funds: Fidelity Special Situations, Fidelity Special Values investment trust and co-manager on Fidelity UK Smaller Companies
Assets under management: AUM: £3.89bn
Performance since taking over: 1.84% (IMA UK All Companies: 2.95%)
Name: Ben Whitmore
Replacing: Tony Nutt on £1.9bn Jupiter Income Trust
When: January 1 2013
Joined Jupiter: 2006
Current funds: Jupiter Income Trust and Jupiter Special Situations
Assets under management: £4.4bn
Performance since taking over: 26.47% (IMA UK Equity Income: 28.73%)
Name: Diane Sobin
Replacing: Cormac Weldon on £2.1bn Threadneedle American Select
When: February 2014
Joined Threadneedle: 2011
Current funds: Threadneedle American Select, Threadneedle American Smaller Companies and Threadneedle US Equity Income Fund.
Assets under management: £2.8bn
Performance since taking over: 5.85% (IMA North America: 3.73%)
Name: Philip Matthews
Replacing: Richard Buxton on the £1.7bn Schroder UK Alpha Plus
When: October 16 2013
Joined Schroders: 2013
Current funds: Schroder UK Alpha Plus
Assets under management: £1.7bn
Performance since taking over: 7.34% (IMA UK All Companies: 8.57%)
Name: James Clunie
Replacing: Philip Gibbs on £251m Jupiter Absolute Return fund
When: September 1 2013
Joined Jupiter: 2013
Current funds: Jupiter Absolute Return
Assets under management: £251m
Performance since taking over: 1.51% (IMA Targeted Absolute Return: 3.59%)
Name: Randeep Somel
Replacing: Graham French on £3.3bn M&G Global Basics
When: November 2013
Joined M&G: 2005
Current funds: M&G Managed Growth and M&G Global Basics
Assets under management: £4.37bn
Performance since taking over: -3.04% (IMA Global: 0.82%)
Name: Simon Webber
Replacing: Virginie Maisonneuve on Schroder Global Alpha Plus and Schroder ISF Global Equity Alpha
When: December 2013
Joined Schroders: 1999
Current funds: Schroder Global Alpha Plus, Schroder ISF Global Equity Alpha, co-manager on Schroder Global Climate Change and Schroder ISF Global Climate Change Equity and part of the global sector team.
Assets under management: £633.1m in the two global equity funds, $21.2bn as part of the global and international equities desk
Performance since taking over: -2.15% (IMA Global: 0.55%)
Name: Dale Nicholls
Replacing: Anthony Bolton on £824.1m Fidelity China Special Situations investment trust
When: April 1 2014
Joined Fidelity: 1996
Current funds: Fidelity Funds - Pacific Fund
Assets under management (once switch takes place): £1.75bn
Name: Paul Niven
Replacing: Jeremy Tigue on £2.6bn Foreign & Colonial investment trust
When: July 1 2014
Joined F&C: 1996
Current funds: F&C Diversified Growth and F&C Managed Growth, and head of multi-asset investment.
