PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Luke Chappell
St. Jamess Place UT Group Ltd, BlackRock, BlackRock (Luxembourg) S.A.
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Luke Chappell is co-Head of UK Equities at BlackRock. He is responsible for managing UK equity portfolios for institutional clients, and for co-ordinating company research in the media sector. Prior to joining the firm, Luke worked at Fleming Asset Management in a range of research and fund management roles. Luke earned an MA in Classics from Oxford University in 1990 and has over 25 years of investment experience.
Total return for Luke Chappell
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Luke Chappell

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 Chappell 11.8 1.5 6.1 29.1 -15.8 4.2 4.0 18.4 -2.8 7.9
Peer Group Composite 7.1 -1.3 5.7 36.9 -19.0 3.2 2.6 18.1 -3.3 5.7
Over / Under 4.7 2.8 0.4 -7.8 3.2 1.0 1.4 0.3 0.5 2.2
Performance vs peer group composite: Luke Chappell
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
9 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
SJP UK Co-managed UT UK All Companies since Oct 07 2013 to present
BlackRock UK Equity Co-managed UT UK All Companies since Sep 30 2016 to present
BlackRock GF United Kingdom Co-managed FO Equity - UK since Nov 01 2022 to present
Funds managed previously
Fund Periods
BlackRock UK Focus RIP since Oct 31 2011 to fund close
BlackRock UK Special Situations since Jul 22 2015 to Jun 13 2019
BlackRock GF United Kingdom since Jan 12 2002 to Sep 01 2004
BlackRock UK Specialist since Aug 19 2013 to fund close
Keystone Positive Change Investment Trust plc since Mar 07 2002 to Dec 31 2002
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Why you should revisit small-caps, Larry Fink’s letter to investors and an outlook on the UK: Thoughts from Fundswire this week By Diana Llewellyn  19-Apr-2024
Group Investors sell Fundsmith and Baillie Gifford funds in the first quarter of 2024 By Jean-Baptiste Andrieux  17-Apr-2024
Group The undervalued region where Liontrust, L&G and Invesco are all placing their bets By Emma Wallis  11-Apr-2024
Group AJ Bell’s six ISA funds for investors of all risk tolerances By Jonathan Jones  27-Mar-2024
Group BlackRock still primed for risk-taking in 2024’s second quarter By Gary Jackson  26-Mar-2024
Group The top-quartile European funds that weren’t afraid to stray from their benchmarks By Jean-Baptiste Andrieux  25-Mar-2024
Group Three areas that BlackRock thinks investors should be buying now By Gary Jackson  20-Mar-2024
Group Hargreaves Lansdown’s three biggest investment opportunities for the short, medium and long term By Gary Jackson  20-Mar-2024
Group What's been leading the market since the Covid lows? (spoiler alert: it’s not tech) By Jean-Baptiste Andrieux  19-Mar-2024
Group The experts’ perfect fund pairings for investing in Europe By Jean-Baptiste Andrieux  15-Mar-2024
Group The most consistent cautious funds of the decade By Matteo Anelli  14-Mar-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc