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You are here: Manager factsheet

Daniel Lockyer

Hawksmoor Investment Mgmt Ltd
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Manager profile
Daniel Lockyer has been involved in the investment management industry for more than 25 years. He began his investment career in 1998 with Abbey Life Investment Services in Bournemouth, before joining Christows Stockbrokers. He was then a founding member of iimia in 2002 where he was awarded the prestigious Investment Week Fund Manager of the Year Award in 2008 for his stewardship of the iimia Income fund. He joined Hawksmoor in June 2009 and now serves as co-manager of the Vanbrugh, Distribution and Global Opportunities Funds.
Total return for Daniel Lockyer
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Daniel Lockyer

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
Daniel Lockyer 13.5 -0.3 -5.7 16.0 2.7 6.5 -1.3 11.0 13.5 2.3
Peer Group Composite 13.9 2.3 -7.1 11.2 4.6 8.6 -1.3 9.9 8.8 1.9
Over / Under -0.4 -2.6 1.4 4.8 -1.9 -2.1 0.0 1.1 4.7 0.4
Performance vs peer group composite: Daniel Lockyer
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
The MI Hawksmoor Vanbrugh Co-managed IA Mixed Investment 20-60% Shares since Jun 01 2009 to present
The MI Hawksmoor Distribution Co-managed IA Mixed Investment 40-85% Shares since Apr 13 2012 to present
The MI Hawksmoor Global Opportunities Co-managed IA Flexible Investment since Sep 18 2018 to present
Funds managed previously
Fund Periods
LF Iimia Income since Jan 13 2005 to Feb 28 2009
LF Iimia Growth & Income since Jul 01 2008 to Feb 28 2009
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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