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You are here: Manager factsheet

Katen Patel
JP Morgan Asset Management UK, St. Jamess Place UT Group Ltd
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Manager profile
As well as being an Executive Director, Katen is a portfolio manager within the J.P.Morgan Asset Management International Equity Group, based in London. An employee since April 2013, he previously worked at HSBC Bank Plc in a European equity sales role. He obtained a BSc. in Management from the London School of Economics and Political Science. Katen is a CFA charterholder. He has been responsible for the UK Equity Income strategy since its inception in May 2017.
Total return for Katen 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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Katen 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
Katen Patel 18.5 0.3 -14.9 22.5 0.4 18.5 -5.1 33.6 -9.9 30.0
Peer Group Composite 15.8 -0.8 -11.4 23.7 -1.7 9.6 -1.3 24.3 1.2 15.0
Over / Under 2.7 1.1 -3.5 -1.2 2.1 8.9 -3.8 9.3 -11.1 15.0
Performance vs peer group composite: Katen 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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPMorgan UK Smaller Companies Investment Trust plc Co-managed IT UK Smaller Companies since Oct 01 2014 to present
JPM UK Smaller Companies Co-managed IA UK Smaller Companies since Sep 21 2015 to present
JPM UK Equity Income Co-managed IA UK Equity Income since May 31 2017 to present
SJP UK Equity Income Co-managed IA Unclassified since Oct 24 2022 to present
Funds managed previously
Fund Periods
JPMorgan Mid Cap IT plc since Jun 06 2014 to fund close
JPMorgan Elect Managed Income Shs 0.001P since Feb 01 2018 to fund close
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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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