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You are here: Manager factsheet

Hinesh Patel

Quilter Investors Limited
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Trustnet verdict
Overall, performing worse than the peer group composite. Over a short track record, the manager has under-performed the peer group more often than not. There is not sufficient data to say whether good stock picking has had any real effect on results, which have not been particularly exposed to falling markets. The short track record means that the measurements quoted above need to be treated with some caution.
Manager profile
Hinesh Patel is portfolio manager at Quilter Investors. He joined the business in 2008 working in fixed income and macro as strategist, an assistant portfolio manager and then a portfolio manager before joining the multi-asset desk in 2016. Hinesh has played an important role in developing the team's investment capabilities and macroeconomics analysis. Before joining the business Hinesh was a senior analyst at Lehman Brothers. Hinesh is a CFA Charterholder and holds an MEng in Mechanical Engineering from Brunel University, including specialisms in automotive design and aeronautics. He holds the investment Management Certificate and has completed the Certificate in Quantitative Finance (CQF) level 1.
Total return for Hinesh 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
 
 
 
 
 
10-46m
 
 
 
 
 
 
 
 
 
22-58m
 
 
 
 
 
 
 
 
 
34-70m
 
 
 
 
 
 
 
 
 
46-82m
 
 
 
 
 
 
 
 
 
58-94m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Hinesh 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
Hinesh Patel -0.7 - - - 20.4 - - - - -
Peer Group Composite 3.7 - - - 18.4 - - - - -
Over / Under -4.4 - - - 2.0 - - - - -
Performance vs peer group composite: Hinesh 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
1 year
out of a possible 2
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 2
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Quilter Investors Strategic Bond Lead manager UT Sterling Strategic Bond since May 08 2019 to present
Funds managed previously
Fund Periods
Merian Global Strategic Bond (IRL) since May 01 2015 to Jul 31 2016
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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