PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Catherine Stanley

Threadneedle Investment Servic
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Catherine Stanley is a Managing Director and Head of the Global Small Cap Equity team. Since June 2009, Catherine has been Lead Manager of the BMO Responsible UK Equity Fund and the BMO Responsible UK Income Fund and in June 2013 the Global Small Cap Equity Fund was launched with Catherine as Lead. She joined the Group in 2000. Prior to this Catherine spent nine years at Framlington, where she managed both retail and institutional UK smaller company funds. She has an MA (Hons) in Geography from the University of Oxford and is a member of the CFA.
Total return for Catherine Stanley
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
 
 
 
 
 
34-70m
 
 
 
 
 
 
 
 
 
46-82m
 
 
 
 
 
 
 
 
 
58-94m
 
 
 
 
 
 
 
 
 
70-106m
 
 
 
 
 
 
 
 
 
82-118m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Catherine Stanley

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
Catherine Stanley -12.3 32.1 -8.2 -1.4 9.5 16.3 11.9 5.2 10.3 28.0
Peer Group Composite -9.0 32.4 -5.4 -2.1 7.3 15.3 11.1 2.5 10.9 24.7
Over / Under -3.3 -0.3 -2.8 0.7 2.2 1.0 0.8 2.7 -0.6 3.3
Performance vs peer group composite: Catherine Stanley
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
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT UK Smaller Cap Fund Co-managed UT UK Smaller Companies since Nov 01 2004 to present
CT Responsible UK Equity Lead manager UT UK All Companies since Jun 01 2009 to present
CT Responsible UK Income Lead manager UT UK Equity Income since Jun 01 2009 to present
CT (Lux) Global Smaller Companies Equity Lead manager FO Equity - International since Jun 28 2013 to present
Funds managed previously
Fund Periods
Montanaro European Smaller Companies Trust PLC since May 13 1981 to Sep 03 2006
BMO Institutional UK Smaller Companies since Nov 07 2003 to fund close
AXA Framlington UK Select Opportunities since Jan 01 1991 to Jun 01 2000
BMO AIM Growth since Oct 11 2004 to fund close
BMO UK Dynamic since Dec 01 2007 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector JPMorgan's Brittain: You can't ignore the macro anymore By Anthony Luzio  20-Sep-2022
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.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close