Luke Kerr, CFA

AAA
11 Years of experience

Professional background

Joined the companyin 2001. Consusltant, Arthur Andersen.

Educational background

BA in Chemistry, University of Oxford. ACA qualified.

Performance

15.76%

Manager Annualised Return Since Inception

11.84%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

15.76%
11.84%
3.92%

10Y

14.36%
9.21%
5.15%

5Y

12.17%
8.54%
3.63%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Jupiter UK Dynamic
Value investing using fundamental analysis
Benchmark
FTSE 250 ex Investment Trusts TR
Class
Class I Inc
ISIN
IE00BLP59769
AUM
£ 463,260,000
Ongoing Charges
1.09%