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You are here: Manager factsheet

Catherine Stanley
Columbia Threadneedle Investme, Threadneedle Management Luxemb
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Manager profile
Catherine Stanley is a Managing Director and Head of the Global Small Cap team responsible for managing a range of global and regional small cap funds. She joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since June 2000. Catherine has been Lead Manager of the CT Responsible UK Equity Fund and the CT Responsible UK Income Fund since 2009, and in June 2013 the CT Global Small Cap Equity Fund was launched with Catherine as Lead. Prior to joining the group, 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 Society of the UK.
Total return for Catherine Stanley
Manager career performance
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
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 6.1 -6.1 6.7 38.0 -18.2 3.0 7.4 17.7 2.3 6.1
Peer Group Composite 8.9 -3.0 6.7 39.5 -16.1 3.8 3.3 19.8 -0.7 5.6
Over / Under -2.8 -3.1 0.0 -1.5 -2.1 -0.8 4.1 -2.1 3.0 0.5
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
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 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 IA UK Smaller Companies since Nov 01 2004 to present
CT Responsible UK Equity Lead manager IA UK All Companies since Jun 01 2009 to present
CT Responsible UK Income Lead manager IA 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
CT (Lux) UK Equities Co-managed FO Equity - UK since Aug 31 2023 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
CT UK Equity Opportunities since Aug 31 2023 to Mar 01 2024
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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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