This Fund Manager Rating is based on the Citywire Long Only ratings methodology
Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated
Patrick Barton
About Patrick Barton
Patrick Barton has over 35 years of industry experience. He returned to fund management at Williams de Broë in 2007, running what is now the CFIC CRUX UK Fund. Prior to this he was a banks analyst at Evolution Securities which he joined from CSFB where he was UK Banks Analyst, and Head of the Pan-European Banks Team. Prior to this Patrick worked at JP Morgan Chase as a Commercial Banker and subsequently as a Fund Manager before moving to Norwich Union as a Pension and Unit Trust UK Equity Investment Manager and latterly as Head of UK Equities. He graduated from Cambridge University where he read history.
Invests in own strategies
Funds Managed
Citywire Rating: A rated
Performance
| Manager | Return | ||
|---|---|---|---|
| 58 | Richard Penny | 30.2% | |
| 59 |  |
Hugh Sergeant |
30.1% |
| 60 |  |
Patrick Barton |
29.9% |
| 61 | |
John O'Brien |
29.5% |
| 61 | |
Chris Llewellyn |
29.5% |
| View full league table | |||
Total Return
Month by Month Performance
Quarterly Performance
| to 30/06/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 2.3% | 2.0% | |||
| 2016 | 17.8% | 1.2% | 1.9% | 8.3% | 5.5% |
| 2015 | 2.2% | 4.9% | -3.0% | -6.8% | 7.8% |
| 2014 | 1.8% | -0.7% | 1.2% | -3.3% | 4.8% |
| 2013 | 27.1% | 13.8% | -1.0% | 4.4% | 8.0% |
| 2012 | 2.2% |
