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You are here: Manager factsheet

Rishikesh Patel

Threadneedle Investment Servic
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Manager profile
Rishi is the Lead Portfolio Manager for LGM’s Global Emerging Markets and Indian equity strategies and serves as a Co-Portfolio Manager on LGM’s Responsible GEM strategy. He has over eighteen years’ industry experience, joining LGM in 2006 as an Indian equity researcher in Mumbai. Rishi re-located to LGM’s London office in 2014 assuming a wider research remit, becoming a Portfolio Manager for the GEM strategy in March 2016. Prior to joining LGM, Rishi worked for one of India’s leading financial institutions, ICICI Bank, as a multi-sector research analyst. He started his career in the corporate sector as a finance manager for General Electric, operating across a number of different business areas in both India and the US. Rishi holds a post-graduate degree in Finance and Management from Jamnalal Bajaj Institute of Management Studies, Mumbai, and graduated in Commerce from Narsee Monjee College of Commerce & Economics, Mumbai.
Total return for Rishikesh Patel
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
Discrete calendar year performance : Rishikesh 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
Rishikesh Patel -9.7 15.8 -4.8 3.6 -1.8 16.0 25.4 - - -
Peer Group Composite -11.1 20.3 1.1 4.6 -4.4 24.6 28.3 - - -
Over / Under 1.4 -4.5 -5.9 -1.0 2.6 -8.6 -2.9 - - -
Performance vs peer group composite: Rishikesh 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
Outperformed peer group composite
2 years
out of a possible 7
Overall markets
Underperformed peer group composite
5 years
out of a possible 7
Rising markets
Outperformed peer group composite
0 years
out of a possible 5
Falling markets
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT Emerging Markets Equity Co-managed UT Global Emerging Markets since Mar 01 2016 to present
CT Global Emerging Markets Growth and Income Co-managed FO Equity - Emerging Markets since Jul 15 2016 to present
CT (Lux) Responsible Global Emerging Markets Equity Co-managed FO Equity - Emerging Markets since Oct 01 2018 to present
Funds managed previously
Fund Periods
BMO LGM Greater India since Jan 20 2015 to fund close
CT Global Emerging Markets Growth and Income since Mar 01 2016 to Jul 14 2016
CT (Lux) Responsible Global Emerging Markets Equity since Mar 01 2016 to Mar 29 2016
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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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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