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You are here: Manager factsheet

Luke Kerr

FE fundinfo Alpha Manager
Merian Global Investors (Europ
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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stock picking has had a material positive impact on results, which have tended to be relatively better in a rising market.
Manager profile
Luke joined the company in 2001 and manages the Merian UK Dynamic Equity Fund. He is a member of Merian’s highly-rated and multi-award winning UK mid and small cap team. He was previously a consultant at Arthur Andersen. Luke has a BA in chemistry from the University of Oxford, is ACA qualified and is a CFA charterholder.
Total return for Luke Kerr
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 -3.9 -9.6 7.3 38.9 5.7 23.9 7.5 47.3 6.0 24.9
Peer Group Composite -16.3 -1.7 6.0 14.6 0.3 8.7 5.6 25.3 -0.7 13.1
Over / Under 12.4 -7.9 1.3 24.3 5.4 15.2 1.9 22.0 6.7 11.8
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
Outperformed peer group composite
9 years
out of a possible 10
Overall markets
Underperformed peer group composite
1 year
out of a possible 10
Rising markets
Outperformed peer group composite
7 years
out of a possible 7
Falling markets
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Merian UK Dynamic Equity Lead manager IA UK All Companies since Jun 30 2009 to present
Funds managed previously
Fund Periods
No previously managed funds
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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