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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

Katen Patel

Katen Patel

Funds Managed
  1. JPM UK Smaller Companies

Citywire Rating: Not Eligible

Katen Patel does not currently have the required track record to be eligible for a Citywire Rating. See methodology

Performance

Equity - UK Smaller Companies
over : 31/08/2016 - 31/08/2017
Manager Return
54 David Lis 19.7%
54 Trevor Green 19.7%
56 Georgina Brittain 19.6%
56 Katen Patel 19.6%
58 Henry Lowson 19.1%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.6% 2.2%
2016 -2.5% -4.3% -13.7% 15.8% 2.0%
2015 1.6%
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.