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You are here: Manager factsheet

Luke Kerr

 FE fundinfo Alpha Manager
Jupiter Asset Management
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Manager profile
Luke is a Fund Manager in the UK Small and Mid Cap team. Before joining Jupiter in July 2020, Luke worked at Merian Global Investors as a UK equity portfolio manager focusing on medium-sized and smaller companies. Prior to this, he was a consultant at Arthur Andersen. He began his investment career in 1997. Luke has a BA in Chemistry from the University of Oxford. He is ACA-qualified and is a CFA charterholder.
Total return for Luke Kerr
Manager career performance
Discrete calendar year performance : Luke Kerr

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 Kerr 24.6 -14.2 -29.0 27.1 -0.2 4.0 -8.5 34.6 11.5 21.5
Peer Group Composite 14.5 4.3 -11.8 34.8 -17.1 5.6 -4.7 12.8 7.6 6.7
Over / Under 10.1 -18.5 -17.2 -7.7 16.9 -1.6 -3.8 21.8 3.9 14.8
Performance vs peer group composite: Luke Kerr
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 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter UK Dynamic Long Short Equity Lead manager IA UK All Companies since Jun 30 2009 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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