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You are here: Manager factsheet

Bimal Patel
LF Canada Life Asset Managemen
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Manager profile
Bimal joined Canada Life Asset Management's international equities team in September 2013. He is co-manager of the LF Canlife Global Equity Fund, LF Canlife North American Fund, LF Canlife Global Equity Income Fund. Bimal holds a BSc in Mathematics with Economics from the London School of Economics and is a CFA Charterholder.
Total return for Bimal Patel
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Bimal Patel

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Bimal Patel 26.2 3.4 -0.6 31.4 12.9 8.0 - - - -
Peer Group Composite 25.4 2.7 -5.0 29.4 10.7 11.2 - - - -
Over / Under 0.8 0.7 4.4 2.0 2.2 -3.2 - - - -
Performance vs peer group composite: Bimal Patel
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
WS Canlife Global Equity Co-managed IA Global since May 31 2018 to present
WS Canlife North American Co-managed IA North America since May 31 2018 to present
Funds managed previously
Fund Periods
WS Canlife Global Equity Income since Jan 01 2021 to fund close
WS Canlife Asia Pacific since Jun 08 2020 to Feb 28 2021
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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