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You are here: Manager factsheet

Charles Luke

Aberdeen Standard Fund Manager, abrdn Fund Managers Limited
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Manager profile
Charles Luke is an Investment Director in the UK Equity Team and has more than 20 years’ experience managing UK equity income funds. His responsibilities include managing the Murray Income Trust and the ASI UK Income Equity Fund alongside the team’s Long Term Quality income strategies and other funds. In addition, he is also responsible for analysing the Business Support Services, Gas & Electricity, Health Equipment & Services sectors. Charles originally joined Aberdeen Asset Management in 2000. Charles started his career at Framlington Investment Management in 1998, covering UK equities.
Total return for Charles Luke
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Charles Luke

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Charles Luke 9.9 4.5 -10.6 30.0 -15.7 17.5 -3.6 11.4 10.5 -5.1
Peer Group Composite 16.1 3.3 -7.8 40.5 -19.8 4.1 -2.4 14.2 6.1 5.5
Over / Under -6.2 1.2 -2.8 -10.5 4.1 13.4 -1.2 -2.8 4.4 -10.6
Performance vs peer group composite: Charles Luke
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Murray Income Trust PLC Lead manager IA Unclassified since Oct 03 2006 to present
abrdn UK Income Equity Lead manager IA UK Equity Income since Jan 01 2016 to present
abrdn Europe ex UK Income Equity Lead manager IA Europe Excluding UK since May 01 2024 to present
Funds managed previously
Fund Periods
abrdn UK Equity since Jan 10 2002 to Apr 16 2018
LF abrdn Income Focus since Dec 31 2019 to fund close
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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