George Luckraft

To print fund fact sheets, please use the print option in the Factsheet Tools section in the top right corner:

http://citywire.co.uk/manager/factsheet/d785

Factsheet tools

reset

No results found


Glossary

  • Fund

    A way for individual investors to pool their money together, allowing them to invest in assets that would otherwise be unobtainable

  • Fund manager

    The person who decides where the fund's money should be invested. As such, finding a talented manager (such as those with a Citywire rating) is of paramount importance

  • Sector

    Funds are grouped together into sectors, allowing fund managers to be judged against their benchmarks and peer group. Each sector has rules about what assets funds are allowed to invest in

  • Assets

    A generic term meaning 'what you own'. If you can buy it, it's an asset. In the world of investments the most common assets are shares, bonds, property and cash.

  • Asset class

    A group of assets with similar properties. For example, while shares will rise or fall in price individually, economic factors can affect all shares similarly. The same economic factors might affect bonds very differently – so shares and bonds are separate asset classes.

  • Asset allocation

    The process of deciding which asset classes to invest in. Successful asset allocation is often more important than selecting individual assets (for example deciding whether to invest mainly in shares, rather than which shares to invest in). Since most fund managers are tied to their sector rules, you need to either do your own asset allocation or buy a managed fund.

  • Benchmark

    A measure of how different areas of the markets are performing, against which funds can be compared. For example, a fund in the UK All Companies sector might be compared against the FTSE All-Share index of every company traded on the London Stock Exchange. A good fund manager will be able to beat the benchmark most of the time, but very few can.

  • Securities

    A contract representing something of financial value. Shares and bonds are the most common types of securities.

  • Managed funds

    Unlike most funds, which are restricted to investing in particular markets by the rules of their sector, managed funds can invest in just about anything. While they can have subtly different objectives, they are split into 'Active Managed', where the manager is given free reign; 'Balanced Managed', where the manager can invest a maximum of 85% in shares to reduce risk; and 'Cautious Managed' with a 60% maximum in shares.

  • Shares

    A share in a company represents part ownership of its assets (e.g. its buildings, intellectual property and so on) and its future income (paid out as dividends). The value of a share depends largely on other investors' expectations of the company's future growth and income.

  • Bonds

    Companies can issue bonds as a way of raising money. When you buy a bond, the company is agreeing to pay you a fixed income (hence the alternative name 'fixed income securities') for a certain time period, after which your money is repaid. If investors suspect a company may be unable to repay, they will demand a higher income or 'yield' - hence 'high yield bonds'.

  • Risk

    The possibility that your investment objectives won't be met. The most obvious variety is 'capital risk' – the possibility that you won't get your money back – but there are many other forms such as currency risk, income risk, inflation risk (that your investments won't keep pace with the cost of living) and so on. To get better returns, you must accept more risk – this is a law of physics in investing, no matter what the people who advertise funds like to claim. Understanding your own risk tolerance is crucial.

  • Return

    A measure of how your investments have performed, relative to your initial investment. For example if you invest £1,000 in a fund, and a year later your investment is worth £1,100, you've made a 10% return.

  • Maximum loss

    Otherwise known as maximum 'drawdown', this is a measure of how much you would lose if you bought an investment at its most expensive and sold at its cheapest (which, owing to the frailties of human psychology, often happens). For example if a fund was worth £1 a unit at one point but then fell to 50p – regardless of what happened in the meantime – the fund's loss would be 50%. Comparing the maximum loss for different managers over a given period is a good way of seeing who's doing the best job of safeguarding investors' money.

Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

George Luckraft

George Luckraft

  • Currently running 4 funds
Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Current rating:
    Citywire A

George Luckraft had an intense spell in the limelight in 2002 following his shock defection to Framlington (now AXA Framlington) with fellow star manager Nigel Thomas after 20 years of impressive performance at ABN Amro (which in a previous incarnation was John Carrington & Co). Through the transfer, Luckraft gained control of the AXA Framlington Equity Income fund, the AXA Framlington Monthly Income fund and the AXA Framlington Managed Income fund. Luckraft has run flexible, multi-cap, “absolute return” funds for many years and aims to deliver a decent level of yield too. Luckraft describes his style as a combination of special situations and equity income investing. The Equity Income fund’s holdings generally fall into three categories: high yielding stocks, lower-yielding stocks offering the prospect of income growth and straightforward capital growth plays. Born in Hong Kong in 1959, he graduated in Land Economy from Cambridge and joined John Carrington in 1980. He has his own pension invested in his funds and is a very keen angler.

Fund Groups

AXA UK

St James's Place

Total returns in each sector over

George Luckraft also manages these funds

Fund Manager's Citywire Ratings History

  • Rated AA in Apr 2004Apr 2004
  • Rated AA in May 2004
  • Rated A in Jun 2004
  • Rated A in Jul 2004
  • Not rated in Aug 2004
  • Not rated in Sep 2004
  • Rated A in Oct 2004
  • Rated A in Nov 2004
  • Rated A in Dec 2004
  • Rated A in Jan 20052005
  • Rated AA in Feb 2005
  • Rated AA in Mar 2005
  • Rated AA in Apr 2005
  • Rated AA in May 2005
  • Rated AAA in Jun 2005
  • Rated AAA in Jul 2005
  • Rated AA in Aug 2005
  • Rated AA in Sep 2005
  • Rated AA in Oct 2005
  • Rated AAA in Nov 2005
  • Rated AAA in Dec 2005
  • Rated AAA in Jan 20062006
  • Rated AAA in Feb 2006
  • Rated AAA in Mar 2006
  • Rated AAA in Apr 2006
  • Rated AAA in May 2006
  • Rated AAA in Jun 2006
  • Rated AA in Jul 2006
  • Rated AA in Aug 2006
  • Rated AA in Sep 2006
  • Rated AA in Oct 2006
  • Rated AA in Nov 2006
  • Rated AA in Dec 2006
  • Rated AAA in Jan 20072007
  • Rated AA in Feb 2007
  • Rated AAA in Mar 2007
  • Rated AA in Apr 2007
  • Rated AA in May 2007
  • Rated AA in Jun 2007
  • Rated AA in Jul 2007
  • Rated A in Aug 2007
  • Rated A in Sep 2007
  • Rated A in Oct 2007
  • Not rated in Nov 2007
  • Not rated in Dec 2007
  • Not rated in Jan 20082008
  • Not rated in Feb 2008
  • Not rated in Mar 2008
  • Not rated in Apr 2008
  • Not rated in May 2008
  • Not rated in Jun 2008
  • Not rated in Jul 2008
  • Not rated in Aug 2008
  • Not rated in Sep 2008
  • Not rated in Oct 2008
  • Not rated in Nov 2008
  • Not rated in Dec 2008
  • Not rated in Jan 20092009
  • Not rated in Feb 2009
  • Not rated in Mar 2009
  • Not rated in Apr 2009
  • Not rated in May 2009
  • Not rated in Jun 2009
  • Not rated in Jul 2009
  • Not rated in Aug 2009
  • Not rated in Sep 2009
  • Not rated in Oct 2009
  • Not rated in Nov 2009
  • Not rated in Dec 2009
  • Not rated in Jan 20102010
  • Not rated in Feb 2010
  • Not rated in Mar 2010
  • Not rated in Apr 2010
  • Not rated in May 2010
  • Not rated in Jun 2010
  • Not rated in Jul 2010
  • Not rated in Aug 2010
  • Not rated in Sep 2010
  • Not rated in Oct 2010
  • Not rated in Nov 2010
  • Not rated in Dec 2010
  • Not rated in Jan 20112011
  • Not rated in Feb 2011
  • Not rated in Mar 2011
  • Not rated in Apr 2011
  • Not rated in May 2011
  • Not rated in Jun 2011
  • Not rated in Jul 2011
  • Not rated in Aug 2011
  • Not rated in Sep 2011
  • Not rated in Oct 2011
  • Not rated in Nov 2011
  • Not rated in Dec 2011
  • Rated A in Jan 20122012
  • Rated AA in Feb 2012
  • Rated AA in Mar 2012
  • Rated AAA in Apr 2012
  • Rated AA in May 2012
  • Rated AA in Jun 2012
  • Rated A in Jul 2012
  • Rated A in Aug 2012
  • Rated A in Sep 2012
  • Rated A in Oct 2012
  • Rated A in Nov 2012
  • Rated A in Dec 2012
  • Rated A in Jan 20132013
  • Rated A in Feb 2013
  • Rated A in Mar 2013
  • Rated A in Apr 2013
  • Not rated in May 2013
  • Not rated in Jun 2013
  • Not rated in Jul 2013
  • Not rated in Aug 2013
  • Rated A in Sep 2013
  • Rated A in Oct 2013
  • Rated A in Nov 2013
  • Rated A in Dec 2013
  • Rated A in Jan 20142014
  • Rated A in Feb 2014
  • Rated A in Mar 2014
  • Rated A in Apr 2014
  • Rated A in May 2014
  • Rated A in Jun 2014
  • Rated A in Jul 2014
Learn how Citywire Ratings are calculated

News about: George Luckraft

How has George Luckraft performed over

Fund Manager's Citywire Ratings History

  • Rated AA in Apr 2004Apr 2004
  • Rated AA in May 2004
  • Rated A in Jun 2004
  • Rated A in Jul 2004
  • Not rated in Aug 2004
  • Not rated in Sep 2004
  • Rated A in Oct 2004
  • Rated A in Nov 2004
  • Rated A in Dec 2004
  • Rated A in Jan 20052005
  • Rated AA in Feb 2005
  • Rated AA in Mar 2005
  • Rated AA in Apr 2005
  • Rated AA in May 2005
  • Rated AAA in Jun 2005
  • Rated AAA in Jul 2005
  • Rated AA in Aug 2005
  • Rated AA in Sep 2005
  • Rated AA in Oct 2005
  • Rated AAA in Nov 2005
  • Rated AAA in Dec 2005
  • Rated AAA in Jan 20062006
  • Rated AAA in Feb 2006
  • Rated AAA in Mar 2006
  • Rated AAA in Apr 2006
  • Rated AAA in May 2006
  • Rated AAA in Jun 2006
  • Rated AA in Jul 2006
  • Rated AA in Aug 2006
  • Rated AA in Sep 2006
  • Rated AA in Oct 2006
  • Rated AA in Nov 2006
  • Rated AA in Dec 2006
  • Rated AAA in Jan 20072007
  • Rated AA in Feb 2007
  • Rated AAA in Mar 2007
  • Rated AA in Apr 2007
  • Rated AA in May 2007
  • Rated AA in Jun 2007
  • Rated AA in Jul 2007
  • Rated A in Aug 2007
  • Rated A in Sep 2007
  • Rated A in Oct 2007
  • Not rated in Nov 2007
  • Not rated in Dec 2007
  • Not rated in Jan 20082008
  • Not rated in Feb 2008
  • Not rated in Mar 2008
  • Not rated in Apr 2008
  • Not rated in May 2008
  • Not rated in Jun 2008
  • Not rated in Jul 2008
  • Not rated in Aug 2008
  • Not rated in Sep 2008
  • Not rated in Oct 2008
  • Not rated in Nov 2008
  • Not rated in Dec 2008
  • Not rated in Jan 20092009
  • Not rated in Feb 2009
  • Not rated in Mar 2009
  • Not rated in Apr 2009
  • Not rated in May 2009
  • Not rated in Jun 2009
  • Not rated in Jul 2009
  • Not rated in Aug 2009
  • Not rated in Sep 2009
  • Not rated in Oct 2009
  • Not rated in Nov 2009
  • Not rated in Dec 2009
  • Not rated in Jan 20102010
  • Not rated in Feb 2010
  • Not rated in Mar 2010
  • Not rated in Apr 2010
  • Not rated in May 2010
  • Not rated in Jun 2010
  • Not rated in Jul 2010
  • Not rated in Aug 2010
  • Not rated in Sep 2010
  • Not rated in Oct 2010
  • Not rated in Nov 2010
  • Not rated in Dec 2010
  • Not rated in Jan 20112011
  • Not rated in Feb 2011
  • Not rated in Mar 2011
  • Not rated in Apr 2011
  • Not rated in May 2011
  • Not rated in Jun 2011
  • Not rated in Jul 2011
  • Not rated in Aug 2011
  • Not rated in Sep 2011
  • Not rated in Oct 2011
  • Not rated in Nov 2011
  • Not rated in Dec 2011
  • Rated A in Jan 20122012
  • Rated AA in Feb 2012
  • Rated AA in Mar 2012
  • Rated AAA in Apr 2012
  • Rated AA in May 2012
  • Rated AA in Jun 2012
  • Rated A in Jul 2012
  • Rated A in Aug 2012
  • Rated A in Sep 2012
  • Rated A in Oct 2012
  • Rated A in Nov 2012
  • Rated A in Dec 2012
  • Rated A in Jan 20132013
  • Rated A in Feb 2013
  • Rated A in Mar 2013
  • Rated A in Apr 2013
  • Not rated in May 2013
  • Not rated in Jun 2013
  • Not rated in Jul 2013
  • Not rated in Aug 2013
  • Rated A in Sep 2013
  • Rated A in Oct 2013
  • Rated A in Nov 2013
  • Rated A in Dec 2013
  • Rated A in Jan 20142014
  • Rated A in Feb 2014
  • Rated A in Mar 2014
  • Rated A in Apr 2014
  • Rated A in May 2014
  • Rated A in Jun 2014
  • Rated A in Jul 2014
Learn how Citywire Ratings are calculated

How has this fund manager performed comparedto rivals over

Sorry, this link is not
quite ready yet