Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

George Luckraft

George Luckraft

About George Luckraft

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.

Are you George Luckraft?

Citywire Rating: AA rated

2002

  • SRated AAA in Sep 2002
  • ORated AAA in Oct 2002
  • NRated AAA in Nov 2002
  • DRated AAA in Dec 2002

2003

  • JRated AA in Jan 2003
  • FRated AA in Feb 2003
  • MRated AA in Mar 2003
  • ARated AA in Apr 2003
  • MRated AA in May 2003
  • JRated AA in Jun 2003
  • JRated AA in Jul 2003
  • ARated AA in Aug 2003
  • SRated AA in Sep 2003
  • ORated AA in Oct 2003
  • NRated AA in Nov 2003
  • DRated AA in Dec 2003

2004

  • JRated AA in Jan 2004
  • FRated AA in Feb 2004
  • MRated AA in Mar 2004
  • ARated AA in Apr 2004
  • MRated AA in May 2004
  • JRated A in Jun 2004
  • JRated A in Jul 2004
  • ANot rated in Aug 2004
  • SNot rated in Sep 2004
  • ORated A in Oct 2004
  • NRated A in Nov 2004
  • DRated A in Dec 2004

2005

  • JRated A in Jan 2005
  • FRated AA in Feb 2005
  • MRated AA in Mar 2005
  • ARated AA in Apr 2005
  • MRated AA in May 2005
  • JRated AAA in Jun 2005
  • JRated AAA in Jul 2005
  • ARated AA in Aug 2005
  • SRated AA in Sep 2005
  • ORated AA in Oct 2005
  • NRated AAA in Nov 2005
  • DRated AAA in Dec 2005

2006

  • JRated AAA in Jan 2006
  • FRated AAA in Feb 2006
  • MRated AAA in Mar 2006
  • ARated AAA in Apr 2006
  • MRated AAA in May 2006
  • JRated AAA in Jun 2006
  • JRated AA in Jul 2006
  • ARated AA in Aug 2006
  • SRated AA in Sep 2006
  • ORated AA in Oct 2006
  • NRated AA in Nov 2006
  • DRated AA in Dec 2006

2007

  • JRated AAA in Jan 2007
  • FRated AA in Feb 2007
  • MRated AAA in Mar 2007
  • ARated AA in Apr 2007
  • MRated AA in May 2007
  • JRated AA in Jun 2007
  • JRated AA in Jul 2007
  • ARated A in Aug 2007
  • SRated A in Sep 2007
  • ORated A in Oct 2007
  • NNot rated in Nov 2007
  • DNot rated in Dec 2007

2008

  • JNot rated in Jan 2008
  • FNot rated in Feb 2008
  • MNot rated in Mar 2008
  • ANot rated in Apr 2008
  • MNot rated in May 2008
  • JNot rated in Jun 2008
  • JNot rated in Jul 2008
  • ANot rated in Aug 2008
  • SNot rated 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

  • JRated A in Jan 2012
  • FRated AA in Feb 2012
  • MRated AA in Mar 2012
  • ARated AAA in Apr 2012
  • MRated AA in May 2012
  • JRated AA in Jun 2012
  • JRated A in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NRated A 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
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated A in Nov 2013
  • DRated A in Dec 2013

2014

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

Performance

over : 31/10/2013 - 31/10/2014

Total Return

Month by Month Performance

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 2.1% 2.2% 0.8% 0.2% -1.2%
2013 28.5% 9.3% 0.4% 9.5% 6.9%
2012 13.4% 8.2% -2.1% 4.4% 2.5%
2011 -6.7% -0.2% 2.0% -11.3% 3.3%
2010 18.0% 2.9% -3.5% 10.0% 8.1%
2009 1.7% 1.7%

Related News

SJP dumps Pimco for Invesco & Schroders in multi-asset overhaul

The news follows the shock exit of Bill Gross last week with LA-based Payden & Rygel also teaming up with Schroders and Invesco on the multi-asset fund as part of a number of changes to SJP's fund range.

AXA IM introduces single pricing across fund range

The fund will no longer employ dual pricing in a bid to simplify the buying and selling process for investors.

AXA Framlington names Tinker Asia head in global & UK equity restructure

AXA Framlington has appointed Mark Tinker as head of Asia in a restructure of its global equity business and named deputy managers across its UK fund range.  

Woodford, Stuart and Nutt prosper from Juridica windfall

Invesco Pepertual's Neil Woodford, Atermis' Derek Stuart and Jupiter's Anthony Nutt are among those who have benefitted from a $4.5 windfall for legal investment firm Juridica.

AXA IM targets 'sweet spot' with mid cap launch for Chris St John

The asset manager plans to enter the UK mid cap market with a fund launch through its AXA Framlington arm.

Tom Winnifrith's outfit to launch growth and income fund

Tips.com Limited, the investment, share trading and media group behind one of the best performing small cap funds of the past three years, is to launch a growth and income fund next week.

George Luckraft hit by Rok's 50% share crash

Shares in house builder Rok plunged 50% – hurting high-profile fund managers like George Luckraft – after the building group suspended its finance in chief.

Principal brands Jupiter Income a sell and Schroder Income demoted

Principal's latest update reveals its ones to buy and ones to sell in the UK equity income sector

Framlington Innovative Growth offers two-way bet on Luckraft revival

For those thinking of investing in Axa Framlington's George Luckraft again the Framlington Innovative Growth trust could offer a unique two-way bet.

Risk Budget: Who is adding alpha in UK Equity Income?

Citywire analysis shows how much bang you are getting for your buck. This week Schroder Income fund v Cazenove UK Equity Income v AXA Framlington Equity Income.

...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.