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

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Luke Kerr

Luke Kerr

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

About Luke Kerr

Luke Kerr, ACA, CFA is a fund manager at Old Mutual Global Investors based in London where he deals in equities, using a pragmatic investment style. Prior to joining Old Mutual, Luke was a business analyst at Arthur Anderson. He graduated from Oxford University with a degree in Chemistry and outside of fund management Luke lists bridge, golf, tennis, skiing and the theatre among his interests.

Invests in own strategies

Are you Luke Kerr?

Citywire Rating: AAA rated

2014

  • ORated AA in Oct 2014
  • NRated AA in Nov 2014
  • DRated AA in Dec 2014

2015

  • JRated A in Jan 2015
  • FRated A in Feb 2015
  • MRated Plus in Mar 2015
  • ARated A in Apr 2015
  • MRated A in May 2015
  • JRated A in Jun 2015
  • JRated AA in Jul 2015
  • ARated AA in Aug 2015
  • SRated AA in Sep 2015
  • ORated AA in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA 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 AA in Jul 2016
  • ARated AA in Aug 2016
  • SRated AA in Sep 2016
  • ORated AAA in Oct 2016
  • NRated AAA in Nov 2016
  • DRated AAA in Dec 2016

2017

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

Performance

Equity - UK Medium Companies
over : 31/10/2016 - 31/10/2017
Manager Return
1 Luke Kerr 48.2%
2 Richard Watts 42.6%
3 Derek Mitchell 38.3%
4 James Thorne 38.0%
5 Mark Hall 37.8%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.3% 12.2% 9.7%
2016 -7.4% -6.4% -12.3% 14.3% -1.3%
2015 16.8% 2.6% 11.1% -2.0% 4.5%
2014 -2.9% 3.8% -3.8% -2.8% 0.1%
2013 44.4% 7.0% 3.3% 16.9% 11.7%

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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.