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You are here: Manager factsheet

Blackrock Investment Management (Uk) Ltd

Lumyna Investments Limited, M&G UK
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Manager profile
The fund is managed by Alethea Leung and Stephen Andrews. The portfolio managers are supported by the research team, which is comprised of 35 investment professionals (portfolio managers and research analysts) across 6 countries. Stephen Andrews is Co-Head of Global Emerging Markets Equities for the Fundamental Active Equity division of BlackRock's Active Equity Group. Mr Andrews is lead portfolio manager for the Asian Core strategy and co manages the Asian Unconstrained Strategy, Global Emerging Markets Income Strategy and Asia Pacific Income Strategy. He is also research pod leader of the North Asia Financials, Real Estate, and Tech pod and is platform lead for ESG integration. Prior to joining BlackRock in November 2017 Mr Andrews spent a 20-year career in the investment industry. During this time, he has worked (and had been based in) a variety of markets including Europe, the Middle East and now Asia. Prior to joining he was Head of Asian Financials Research and co-Head of Global Banks coverage at Deutsche Bank in Hong Kong.
Total return for Blackrock Investment Management (Uk) Ltd
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
Discrete calendar year performance : Blackrock Investment Management (Uk) Ltd

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
Blackrock Investment Management (Uk) Ltd 5.8 0.2 -2.4 8.7 13.0 2.4 -1.2 23.3 2.8 9.0
Peer Group Composite 9.1 -4.3 2.4 17.4 2.6 1.1 2.4 18.6 -3.3 6.8
Over / Under -3.3 4.5 -4.8 -8.7 10.4 1.3 -3.6 4.7 6.1 2.2
Performance vs peer group composite: Blackrock Investment Management (Uk) Ltd
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
Outperformed peer group composite
6 years
out of a possible 10
Overall markets
Underperformed peer group composite
4 years
out of a possible 10
Rising markets
Outperformed peer group composite
4 years
out of a possible 8
Falling markets
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Lumyna American Debt - Securitised UCITS Co-managed FO Fixed Int - USD Securitised since Nov 24 2017 to present
Lumyna Asian Pacific Debt - Government UCITS Co-managed FO Fixed Int - Asia Pacific since Nov 24 2017 to present
M&G Index Tracker Lead manager UT UK All Companies since Dec 12 2023 to present
Funds managed previously
Fund Periods
Quilter Investors UK Equity Index since Dec 13 2002 to fund close
Quilter Investors Gilt Index since Feb 05 2003 to fund close
Quilter Investors Global Equity Index since Feb 25 2014 to fund close
Quilter Investors UK Equity Growth since Mar 27 2013 to May 07 2017
PrivilEdge - BlackRock Emerging Market Dynamic Bond since Jun 15 2017 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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