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You are here: Manager factsheet

Steve Walker
BlackRock, BlackRock (Luxembourg) S.A.
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Manager profile
Steve Walker, Director and portfolio manager, is a member of the Beta Strategies Group. Within Beta Strategies, Mr. Walker is head of the Index Asset Allocation team in EMEA. Mr. Walker's service with the firm dates back to 2007, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was a portfolio manager in the Client Solutions team. Prior to joining BGI, Mr. Walker was a portfolio manager in the discretionary investment team at Coutts & Co bank for over 12 years.
Total return for Steve Walker
Manager career performance
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 : Steve Walker

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
Steve Walker 15.4 4.5 -6.5 11.3 5.4 10.6 -0.1 10.8 18.0 1.9
Peer Group Composite 14.9 3.0 -7.3 11.7 7.8 9.3 0.3 11.0 12.4 2.1
Over / Under 0.5 1.5 0.8 -0.4 -2.4 1.3 -0.4 -0.2 5.6 -0.2
Performance vs peer group composite: Steve Walker
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 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
BlackRock Global Equity Lead manager IA Global since Aug 19 2005 to present
BlackRock Consensus 100 Lead manager IA Global since Jan 01 2013 to present
BlackRock Consensus 35 Lead manager IA Mixed Investment 0-35% Shares since Jan 01 2013 to present
BlackRock Consensus 60 Lead manager IA Mixed Investment 20-60% Shares since Jan 01 2013 to present
BlackRock Consensus 70 Lead manager IA Mixed Investment 40-85% Shares since Jan 01 2013 to present
BlackRock Consensus 85 Lead manager IA Mixed Investment 40-85% Shares since Jan 01 2013 to present
BlackRock Overseas Equity Co-managed IA Global since Jan 01 2013 to present
BlackRock SF Managed Index Portfolios - Defensive Co-managed FO Mixed Asset - Cautious since Apr 10 2015 to present
BlackRock SF Managed Index Portfolios - Growth Co-managed FO Mixed Asset - Aggressive since Apr 10 2015 to present
BlackRock SF Managed Index Portfolios - Moderate Co-managed FO Mixed Asset - Balanced since Apr 10 2015 to present
BlackRock ACS 30:70 Global Equity Tracker Lead manager IA Global since Jul 24 2017 to present
BlackRock SF Managed Index Portfolio - Conservative Co-managed FO Mixed Asset - Cautious since Jan 26 2018 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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