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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Daniel Lockyer

Daniel Lockyer

About Daniel Lockyer

Born in 1973 Daniel Lockyer has been employed in the financial services industry since the early 1990s. Having worked at Abbey Life Investment Services focusing on foreign exchange and fixed interest, he followed this with a similar role at Hill Samuel before joining Hermes as a derivatives dealer. At the start of 2001 Daniel joined Nick Greenwood at Christows to help manage their funds of Investment Trusts before joining iimia in February 2002 where he focused on funds of collectives. He then joined Hawksmoor Investment Management in 2009, and runs the Phoenix Hawksmoor Vanbrugh Fund alongside Richard Scott. Outside of work his interests tend towards the outdoor life with golf, football and walking featuring amongst his pastimes.

Invests in own strategies

Are you Daniel Lockyer?

Citywire Rating: A rated

2007

  • ANot rated in Aug 2007
  • SNot rated in Sep 2007
  • ORated AA in Oct 2007
  • NRated AA in Nov 2007
  • DRated AA in Dec 2007

2008

  • JRated AA in Jan 2008
  • FRated AAA in Feb 2008
  • MRated AA in Mar 2008
  • ARated A in Apr 2008
  • MRated A in May 2008
  • JRated AA in Jun 2008
  • JRated AA in Jul 2008
  • ARated A in Aug 2008
  • SRated A in Sep 2008
  • ONot rated in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
  • FNot rated in Feb 2009
  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JNot rated in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 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
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NRated Plus in Nov 2014
  • DRated A in Dec 2014

Performance

over : 30/11/2013 - 30/11/2014
Manager Return
116 Tony Lanning 4.7%
116 Nicholas Roberts 4.7%
118 Richard Scott 4.7%
118 Daniel Lockyer 4.7%
120 Paul Niven 4.6%
120 Mark Shields 4.6%
120 Jonathan Webster-Smith 4.6%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.1% 1.8% 0.8%
2013 12.0% 8.2% -2.2% 3.3% 2.5%
2012 12.4% 6.6% -2.3% 4.6% 3.2%
2011 -5.9% 0.3% 0.4% -6.6% 0.1%
2010 15.4% 6.3% -1.8% 5.5% 4.8%

Related News

Phoenix Hawksmoor Vanbrugh

Emerging market sweet spot raises Phoenix Hawksmoor Vanbrugh fund’s game.

When and why do you dump the laggard funds?

Wealth managers explain their approach to backing - and selling - underperforming funds

Q2 WM Outlook: how these readers are managing equity risks

Half of all wealth managers had moved to either explicitly or implicitly hedge their equity exposure at the beginning of Q2

WM Quarterly Outlook: how leading investors are positioned for 2013

After a reappraisal of risk appetite on liquidity support, Q4 saw far more limited changes to asset allocation as investors settled in.

Hawksmoor’s Scott and Lockyer prepare for inflation's return

Phoenix Hawksmoor Vanbrugh fund managers Richard Scott and Daniel Lockyer are positioning for what they believe will be a future inflationary environment, sparked by further quantitative easing (QE) working its way through the financial system.

Daniel Lockyer: my pick of cheap growth investment trusts

While investors have poured into income investment trusts Daniel Lockyer has picked up shares in undervalued growth funds.

Daniel Lockyer, Hawksmoor Investment Management

See what you make of Daniel Lockyer's golf swing from the Citywire South West Retreat in Chepstow, Wales.  

Hawksmoor's Scott and Lockyer to launch Vanbrugh income fund

Richard Scott and Daniel Lockyer will manage the income focused Hawksmoor Distribution fund, available to investors from the end of March.

Citywire Selection funds to watch: Vanbrugh Fund

Citywire AA-rated Vanbrugh fund managers Richard Scott and Daniel Lockyer have been hit by short term underperformance as they gradually rotate out of relative safe havens and into more volatile positions in the search of strong long term value.

Hawksmoor's Scott buys bonds to benefit from a rate rise

Hawksmoor chief investment officer Richard Scott has been increasing his exposure to fixed interest assets that will benefit from a rise in interest rates.

...more...

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