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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Martin Walker

Martin Walker

Showing manager performance in Jersey View performance globally

About Martin Walker

Educated at the University of Liverpool and graduating with a BA in Financial Economics, Martin Walker has worked in the equity markets since 1997. He started his career with BWD Rensburg in 1997, where he cut his teeth as an investment analyst. In 1999 Walker joined what was then Perpetual, initially working as part of the UK equity team that assisted Neil Woodford. After a few years as an analyst he made the move into management with the Invesco Perpetual Children’s Fund, assuming responsibility for €155m fund in 2003. Versatility in the management of his funds is key for Walker and he describes his investment style as pragmatic. Outside of fund of management the he cites music as his main interest.

Are you Martin Walker?

Citywire Rating: Not Rated

2012

  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated A in Jan 2013
  • FRated A in Feb 2013
  • MRated A in Mar 2013
  • ARated A in Apr 2013
  • MRated A in May 2013
  • JRated AA in Jun 2013
  • JRated AA in Jul 2013
  • ARated AAA in Aug 2013
  • SRated AAA in Sep 2013
  • ORated AAA in Oct 2013
  • NRated AAA in Nov 2013
  • DRated AAA in Dec 2013

2014

  • JRated AAA in Jan 2014
  • FRated AAA in Feb 2014
  • MRated AAA in Mar 2014
  • ARated AAA in Apr 2014
  • MRated AAA in May 2014
  • JRated AAA in Jun 2014
  • JRated AAA in Jul 2014
  • ARated AAA in Aug 2014
  • SRated AAA in Sep 2014
  • ORated AAA in Oct 2014
  • NRated AAA in Nov 2014
  • DRated AAA in Dec 2014

2015

  • JRated AAA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AAA in Mar 2015
  • ARated AAA in Apr 2015
  • MRated AAA in May 2015
  • JRated AAA in Jun 2015
  • JRated AAA in Jul 2015
  • ARated AAA in Aug 2015
  • SRated AAA in Sep 2015
  • ORated AAA in Oct 2015
  • NRated AAA in Nov 2015
  • DRated AAA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated AA in Apr 2016
  • MRated AA in May 2016
  • JRated A in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017

Performance

over : 30/09/2016 - 30/09/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.1% 2.6% 3.5%
2016 15.5% -2.5% -2.3% 9.5% 10.7%
2015 0.0% 5.8% 1.9% -11.5% 4.8%
2014 -0.7% 0.2% -1.6% -1.3% 2.0%
2013 41.0% 13.7% 3.2% 10.6% 8.7%
2012 6.6%

Related News

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Invesco equity star Surplice cuts pharma and piles into financials

Citywire AA-rated manager undertakes rotation in value plays following re-rating of healthcare sector and strong growth outlook for European banks.

UK equity star reveals BOE rate rise playbook

Citywire AAA-rated Martin Walker cuts exposure to UK domestic cyclicals ahead of an expected policy shift in early 2015.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.