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You are here: Manager factsheet

Luke Hyde Smith

Waverton Investment Management
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Manager profile
Luke joined the company in February 2017 as the Head of Third Party Fund Selection. He is the co-manager of the Waverton Real Assets Fund and Waverton Absolute Return Fund and member of the Managed Portfolio Service Investment team. Prior to working at Waverton he was at Brompton Asset Management where he built and developed their collective investment selection process and was a key team member who focussed on managing a range of multi-asset class strategies. Luke has also worked at New Star Asset Management and SG Private Bank. He has a BA Hons degree from Manchester University and is a CFA Charterholder.
Total return for Luke Hyde Smith
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
 
 
 
 
 
56-92m
 
 
 
 
 
 
 
 
 
68-104m
 
 
 
 
 
 
 
 
 
80-116m
 
 
 
 
 
 
 
 
 
92-128m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Luke Hyde Smith

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 Hyde Smith 4.9 -2.4 -0.7 6.0 -4.2 2.1 - - - -
Peer Group Composite 7.2 0.6 -4.5 6.1 1.5 4.9 - - - -
Over / Under -2.3 -3.0 3.8 -0.1 -5.7 -2.8 - - - -
Performance vs peer group composite: Luke Hyde Smith
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
1 year
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Waverton Absolute Return Lead manager FO Mixed Asset - Flexible since Nov 30 2018 to present
Waverton Real Assets Co-managed FO Mixed Asset - Flexible since Nov 30 2018 to present
WS Waverton Absolute Return II Co-managed UT Specialist since Mar 01 2019 to present
Funds managed previously
Fund Periods
WAY Global Cautious Portfolio since Sep 01 2016 to Nov 30 2016
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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