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Luke Kerr

Luke Kerr

Showing manager performance in United Kingdom View performance globally

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: AA 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
  • DRated AAA in Dec 2017

2018

  • JRated AAA in Jan 2018
  • FRated AAA in Feb 2018
  • MRated AAA in Mar 2018
  • ARated AAA in Apr 2018
  • MRated AAA in May 2018
  • JRated AAA in Jun 2018
  • JRated AAA in Jul 2018
  • ARated AAA in Aug 2018
  • SRated AAA in Sep 2018
  • ORated AAA in Oct 2018
  • NRated AAA in Nov 2018
  • DRated AA in Dec 2018

2019

  • JRated AA in Jan 2019
  • FRated AA in Feb 2019
  • MRated AA in Mar 2019
  • ARated AA in Apr 2019

Performance

Equity - UK Medium Companies
over : 31/03/2018 - 31/03/2019
Manager Return
11 Richard Bullas -5.5%
12 Luke Kerr -7.0%
13 Rod Oscroft -7.8%
14 Andrew Neville -8.0%
14 Matthew Hall -8.0%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.8%
2018 -19.4% -6.5% 8.6% -0.8% -20.0%
2017 32.4% 10.0% 8.0% 6.2% 4.9%
2016 10.5% -4.1% -5.7% 17.6% 3.8%
2015 23.5% 7.7% 4.9% 1.8% 7.4%
2014 -6.8% 2.6% 4.1%

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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 the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.