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You are here: Manager factsheet

Patrick Newens

Threadneedle Management Luxemb
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Manager profile
Patrick Newens is a Director and Portfolio Manager in the Global Small Cap Equity team. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2004, originally starting as as a member of the Strategy team. Prior to joining the group, Patrick worked as a consultant with Deloitte, specialising in Capital Markets. Patrick graduated from the University of Nottingham in 2001 with a BA (Hons) in Economics. He holds the IMC qualification and is a CFA charterholder.
Total return for Patrick Newens
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Patrick Newens

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
Patrick Newens 14.3 -6.4 -13.7 22.1 -2.8 - - - - -
Peer Group Composite 15.1 -6.5 -21.1 26.4 6.2 - - - - -
Over / Under -0.8 0.1 7.4 -4.3 -9.0 - - - - -
Performance vs peer group composite: Patrick Newens
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
2 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT (Lux) UK Equities Co-managed FO Equity - UK since Dec 01 2023 to present
Funds managed previously
Fund Periods
CT UK Smaller Cap Fund since Sep 01 2019 to fund close
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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