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You are here: Manager factsheet

Luke Chappell
St. Jamess Place UT Group Ltd, BlackRock, BlackRock (Luxembourg) S.A.
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Manager profile
Luke Chappell is co-Head of UK Equities at BlackRock. He is responsible for managing UK equity portfolios for institutional clients, and for co-ordinating company research in the media sector. Prior to joining the firm, Luke worked at Fleming Asset Management in a range of research and fund management roles. Luke earned an MA in Classics from Oxford University in 1990 and has over 25 years of investment experience.
Total return for Luke Chappell
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 Chappell

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 Chappell 17.8 9.3 -9.4 27.3 -14.9 11.7 -2.3 14.8 8.1 10.4
Peer Group Composite 16.4 4.3 -12.7 36.0 -15.6 6.8 -3.3 15.5 8.3 5.6
Over / Under 1.4 5.0 3.3 -8.7 0.7 4.9 1.0 -0.7 -0.2 4.8
Performance vs peer group composite: Luke Chappell
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
SJP UK Co-managed UT UK All Companies since Oct 07 2013 to present
BlackRock UK Equity Co-managed UT UK All Companies since Sep 30 2016 to present
BlackRock GF United Kingdom Co-managed FO Equity - UK since Nov 01 2022 to present
Funds managed previously
Fund Periods
BlackRock UK Focus RIP since Oct 31 2011 to fund close
BlackRock UK Special Situations since Jul 22 2015 to Jun 13 2019
BlackRock GF United Kingdom since Jan 12 2002 to Sep 01 2004
BlackRock UK Specialist since Aug 19 2013 to fund close
Keystone Positive Change Investment Trust plc since Mar 07 2002 to Dec 31 2002
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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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