PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Luke Newman

 FE fundinfo Alpha Manager
Janus Henderson Global Investo, Henderson Management SA
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Luke Newman is a Portfolio Manager of UK equities at Janus Henderson Investors, a position he has held since he joined Henderson in 2011 as part of the Gartmore acquisition. From 2009 to 2011, Luke worked at Gartmore as co-manager on a number of funds. Prior to this, he was a portfolio manager at Altima Partners LLP from 2008 and F&C Asset Management from 2005. He began his career in 2000 with Deutsche Asset Management running high performance retail and institutional mandates. Luke graduated with a BSc degree (Hons) in economics and politics from the University of Warwick. He has 22 years of financial industry experience.
Total return for Luke Newman
Manager career performance
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
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Luke Newman

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
Luke Newman 8.2 6.7 -2.9 4.8 2.1 0.5 -2.2 3.7 2.4 7.4
Peer Group Composite 7.0 1.2 -1.1 6.3 1.4 0.2 -1.2 2.7 7.5 3.0
Over / Under 1.2 5.5 -1.8 -1.5 0.7 0.3 -1.0 1.0 -5.1 4.4
Performance vs peer group composite: Luke Newman
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Janus Henderson Absolute Return Co-managed IA Targeted Absolute Return since Apr 14 2009 to present
Janus Henderson Absolute Return Co-managed FO Hedge/Stru Prod - Equity since Mar 01 2010 to present
Funds managed previously
Fund Periods
BMO Special Situations since Dec 30 2005 to Nov 30 2007
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Mixed asset, equity income and Trump trades: The funds that investors have been eyeing in 2024’s second half By Gary Jackson  15-Nov-2024
Group Two-fund portfolios: The equity/bond approach By Matteo Anelli  06-Nov-2024
Sector M&G sustainability range loses Square Mile ratings on fund merger plans By Gary Jackson  05-Nov-2024
Group Funds to ignite your portfolio on Bonfire Night By Matteo Anelli  05-Nov-2024
Group The best and worst funds in October By Gary Jackson  01-Nov-2024
Group How Trustnet’s fund picks can beat the MSCI World by the end of 2024 By Jonathan Jones  25-Oct-2024
Fund Absolute return fund battle: Aviva vs Janus Henderson By Matteo Anelli  09-Oct-2024
Group Bond funds to pair up in bull and bear markets By Emma Wallis  24-Sep-2024
Group AJ Bell ditches Man Group, Baillie Gifford and Liontrust funds from best-buy list By Jonathan Jones  04-Sep-2024
Group The funds and trusts to watch as interest rates fall By Jonathan Jones  27-Aug-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc