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You are here: Manager factsheet

Ketan Patel
EdenTree Investment Management
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Manager profile
Ketan joined EdenTree in 2003 as a Research Analyst. He began his career at JP Morgan, before moving to Insight Investment as a Global Healthcare & Biotech Analyst. He leads the management of the EdenTree Responsible & Sustainable UK Equity Fund and Amity Global Equity Fund for Charities. He has been a CFA Charterholder since 2009, and holds masters in both Geography and Economic History from Kings College and LSE respectively.
Total return for Ketan Patel
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 : Ketan 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
Ketan Patel 7.0 -5.5 1.1 35.1 -12.4 4.0 3.8 21.3 -0.1 -
Peer Group Composite 8.7 -2.2 6.5 37.6 -13.6 5.2 2.6 24.0 1.0 -
Over / Under -1.7 -3.3 -5.4 -2.5 1.2 -1.2 1.2 -2.7 -1.1 -
Performance vs peer group composite: Ketan 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
2 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
EdenTree Responsible and Sustainable UK Equity Lead manager UT UK All Companies since Sep 01 2016 to present
EdenTree Responsible and Sustainable UK Equity Opportunities Co-managed (deputy) UT UK All Companies since Sep 01 2016 to present
Funds managed previously
Fund Periods
EdenTree Investment Funds Amity Global Equity for Charities since Jul 07 2015 to fund close
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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