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

Password Reminder
Not Registered? Click Here

Register

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

Patrice Collette
Capital Group
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Patrice Collette is an equity portfolio manager at Capital Group. He has 29 years of investment industry experience and has been with Capital Group for 24 years. Earlier in his career at Capital, Patrice was an equity investment analyst and covered health care supplies, devices and service companies, as well as chemicals and insurance companies for Europe. Prior to joining Capital, he worked at two private banking firms, Lombard Odier & Cie and Banque Syz & Co. He holds an MBA from INSEAD, France, and holds degrees from the Graduate Institute of International Studies in Geneva and from the Universities of Lausanne and Geneva. He also holds the Chartered Financial Analyst® designation. Patrice is based in Luxembourg.
Total return for Patrice Collette
Manager career performance
Discrete calendar year performance : Patrice Collette

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
Patrice Collette 16.7 5.2 -22.9 17.0 - 9.9 2.1 12.3 27.0 1.8
Peer Group Composite 17.7 5.2 -10.6 13.9 - 11.6 1.3 11.6 24.1 4.6
Over / Under -1.0 0.0 -12.3 3.1 - -1.7 0.8 0.7 2.9 -2.8
Performance vs peer group composite: Patrice Collette
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
4 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Capital Group European Opportunities (LUX) Co-managed FO Equity - Europe inc UK since Feb 22 2021 to present
Capital Group New Perspective Fund (LUX) Co-managed FO Equity - International since Dec 01 2021 to present
UK New Perspective Fund Co-managed UT Global since Jul 09 2024 to present
Funds managed previously
Fund Periods
Capital Group Global Growth and Income (LUX) since Apr 01 2014 to Sep 27 2019
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector The ‘hidden gem’ funds you may not know yet By Patrick Sanders  20-Nov-2024
Group Fixed income markets, the future of gold and whether investors have missed the rally in stocks and bonds: Thoughts from Fundswire this week By Diana Llewellyn  15-Nov-2024
Group What investors can learn from a super-election year, reasons to feel good about fixed income and key things to know about emerging markets: Thoughts from Fundswire this week By Diana Llewellyn  01-Nov-2024
Sector A manager’s dilemma: Is Nvidia the next Cisco? By Matteo Anelli  31-Oct-2024
Sector Brunner’s Bishop: Quality and growth are meaningless without value By Matteo Anelli  25-Oct-2024
Sector Scottish Mortgage and other underperforming trusts to hold on to By Matteo Anelli  16-Oct-2024
Sector The cheapest and most expensive investment trusts out there By Emma Wallis  09-Oct-2024
Sector Scottish Mortgage’s buybacks top board’s £1bn target By Jonathan Jones  07-Oct-2024
Sector Nine funds and trusts gain Square Mile’s seal of approval By Emma Wallis  04-Oct-2024
Sector Scottish Mortgage replaced by commodities trust as most-bought on ii; Fundsmith gets back into the top 10 By Matteo Anelli  02-Oct-2024
Group Bond funds to pair up in bull and bear markets By Emma Wallis  24-Sep-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

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

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc