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Manager factsheet
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Manager profile
Katie Potts is the Managing Director and lead fund manager for Herald Investment Management Limited ("Herald"). Katie established Herald in December 1993 to manage the Herald Investment Trust plc, which was launched in February 1994. In April 1998, Herald launched the Herald Worldwide Technology Fund. Katie read Engineering Science on a GKN Group scholarship at Lady Margaret Hall, Oxford and then worked for five years as an analyst and fund manager at Baring Investment Management Limited, before joining S.G.Warburg Securities UK Electronics research team in 1998. The team was consistently voted top team in the Extel survey of analysts in the sector and she was voted top analyst by finance directors of electronics companies canvassed by the Treasurer magazine. In addition, Katie had responsibility within S.G.Warburg's UK research team for commenting on accounting issues.
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Annualised total return over 26.1 years |
+8.1% |
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1 year |
3 years |
5 years |
7 years |
10 years |
| Katie Potts |
14.5 |
66.0 |
57.7 |
188.5 |
445.1 |
Peer Group Composite
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8.4 |
43.8 |
22.7 |
103.0 |
165.6 |
| Over / Under |
6.1 |
22.2 |
35.0 |
85.5 |
279.5 |
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Total return for Katie Potts
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Discrete calendar year performance : Katie Potts
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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