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You are here: Manager factsheet

Luke Newman

FE fundinfo Alpha Manager
Janus Henderson Global Investo, Henderson Management SA
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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
Luke Newman is a Portfolio Manager of UK equities at Janus Henderson Investors, a position he has held since he joined Henderson in 2011 as part of the Gartmore acquisition. From 2009 to 2011, Mr. Newman worked at Gartmore as co-manager on a number of funds. Prior to this, he was a fund manager at Altima Partners LLP from 2008 and F&C Asset Management from 2005. He began his career in 2000 with Deutsche Asset Management running high performance retail and institutional mandates. Mr. Newman graduated with a BSc degree (Hons) in economics and politics from the University of Warwick. He has 20 years of financial industry experience.
Total return for Luke Newman
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
 
 
 
 
 
10-46m
 
 
 
 
 
 
 
 
 
22-58m
 
 
 
 
 
 
 
 
 
34-70m
 
 
 
 
 
 
 
 
 
46-82m
 
 
 
 
 
 
 
 
 
58-94m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Luke Newman

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 Newman 3.6 -1.2 0.9 1.9 4.0 6.0 5.8 16.0 0.3 3.4
Peer Group Composite -0.7 0.2 0.1 6.0 4.5 3.1 2.7 8.1 -0.5 0.4
Over / Under 4.3 -1.4 0.8 -4.1 -0.5 2.9 3.1 7.9 0.8 3.0
Performance vs peer group composite: Luke Newman
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
Janus Henderson UK Absolute Return Co-managed IA Targeted Absolute Return since Mar 01 2010 to present
Janus Henderson United Kingdom Absolute Return Co-managed FO Hedge/Stru Prod - Equity since Mar 01 2010 to present
Funds managed previously
Fund Periods
BMO Special Situations since Dec 30 2005 to Nov 30 2007
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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