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You are here: Manager factsheet

Daniel Lockyer

MI Hawksmoor Open End Invt Cm
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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Daniel was born in 1973 and began his investment career in 1998 with Abbey Life Investment Services in Bournemouth, where he worked in the fixed interest team as a money market and foreign exchange dealer. This included a stint in London with Hill Samuel Asset Management after the merger of Abbey Life and Hill Samuel. Daniel returned to Bournemouth in 2001 to join Christows Stockbrokers, working with Nick Greenwood on his funds of investment trusts. Following a change in ownership at Christows and the departure of key individuals, Daniel left to be a founding member of iimia in 2002. His role progressed from assistant fund manager of the iimia Accelerated Fund and iimia Investment Trust, to lead manager of the iimia Income Fund and finally Head of Investment Services. In 2008 Daniel was awarded the prestigious Investment Week Fund Manager of the Year for his stewardship of the iimia Income Fund. Daniel joined Hawksmoor in June 2009 as Fund Manager and remains co-manager of the Vanbrugh, Distribution and Global Opportunities Funds. He is also CIO – Fund Management and co-Head of the Fund Management Team. Daniel’s interests outside work include running, cycling, golf and football.
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
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 9.0 -2.1 9.4 18.6 -0.9 8.2 8.2 16.3 -2.7 14.9
Peer Group Composite 10.7 -3.0 8.2 15.2 -3.5 8.8 5.7 9.7 0.8 9.0
Over / Under -1.7 0.9 1.2 3.4 2.6 -0.6 2.5 6.6 -3.5 5.9
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
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
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
MI Hawksmoor Vanbrugh Co-managed IA Mixed Investment 20-60% Shares since Jun 01 2009 to present
MI Hawksmoor Distribution Co-managed IA Mixed Investment 40-85% Shares since Apr 13 2012 to present
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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