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

Martin Walker

Martin Walker

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: AAA rated

2005

  • SRated AA in Sep 2005
  • ORated AA in Oct 2005
  • NRated AA in Nov 2005
  • DRated AA in Dec 2005

2006

  • JRated AA in Jan 2006
  • FRated AA in Feb 2006
  • MRated AA in Mar 2006
  • ARated AA in Apr 2006
  • MRated A in May 2006
  • JRated AA in Jun 2006
  • JRated A 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 AA in Jan 2007
  • FRated A in Feb 2007
  • MRated A in Mar 2007
  • ARated A in Apr 2007
  • MRated A in May 2007
  • JNot rated in Jun 2007
  • JNot rated in Jul 2007
  • ANot rated in Aug 2007
  • SRated A in Sep 2007
  • ORated A in Oct 2007
  • NRated A in Nov 2007
  • DRated A in Dec 2007

2008

  • JNot rated in Jan 2008
  • FRated A 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

  • JRated A in Jan 2009
  • FRated A in Feb 2009
  • MRated A 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
  • DRated A in Dec 2012

2013

  • JRated A in Jan 2013
  • FNot rated in Feb 2013
  • MRated A in Mar 2013
  • ARated AA in Apr 2013
  • MRated AAA in May 2013
  • JRated AAA in Jun 2013
  • JRated AAA 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

Performance

Equity - UK (All Companies)
over : 31/07/2013 - 31/07/2014
Manager Return
32 Paul Spencer 9.9%
32 Richard Bullas 9.9%
34 Martin Walker 9.8%
35 Andrew Green 9.8%
36 Neil Hermon 9.6%
36 James Ross 9.6%

Total Return

Month by Month Performance

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -1.1% 0.0% -1.5% 0.4%
2013 40.5% 13.5% 3.1% 10.5% 8.6%
2012 22.5% 9.1% -2.0% 7.6% 6.5%
2011 -0.2% 1.8% 2.5% -9.2% 5.4%
2010 8.5% 3.0% -8.5% 8.9% 5.6%
2009 16.4% 13.0% 3.0%

Related News

Peak BP: will Russia spoil the oil giant’s party?

Who is standing by BP, and why?

Can you beat the market without an information advantage?

Investors need an information advantage in order to beat the market, according to a study by a leading academic.

Three quit Invesco to join Woodford

A fund manager and two analysts have resigned from Invesco Perpetual and are expected to become Woodford Investment Management’s next recruits.

Marks & Spencer leads high street share rally

European markets rise slightly as investors consider their positions after three days of share gains.

Invesco Perpetual's Walker names his top stock picks for 2013

Invesco Perpetual UK Growth and UK Aggressive fund manager Martin Walker says he is still able to find 'rick pickings' in his favoured sectors.

Invesco Perpetual focuses on global equity in manager reshuffle

Invesco Perpetual has announced Stephen Anness will take charge of its £53 million Global Opportunities fund from the start of next year, as the investment house builds out its global equity capability.

Invesco Perpetual draws inspiration from the 60s for split cap launch

After a difficult few years for split cap trusts, Invesco Perpetual has gone 'back to basics' with the launch of fund that bears hallmarks of the structure used when splits were first introduced to the UK back in the 1960s.

Top managers on whether you should take profits on small-caps.

Top fund managers Richard Plackett, Harry Nimmo (pictured), Tim Steer, Martin Walker and Andrew Brough argue over whether you should take profit on outperforming smaller companies.

Invesco Perpetual lines up 'classic' split cap trust for Walker

Invesco Perpetual is considering launching a split cap trust for Martin Walker under the classic structure, which will see an even split between income and capital shares.  

Sector watch: Some win, some lose in UK All Companies rise

A number of fund managers in the UK All Companies sector had a difficult time in March, failing to capture the small rise in the FTSE 350, with some of them dropping down the Citywire ratings as a result.

...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.