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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Patrick Barton

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 WDB Oriel UK Fund. Prior to this he was a banks analyst at Evolution Securities, which he joined from Credit Suisse First Boston 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. Outside of work he enjoys skiing, rugby, cricket and music.

Are you Patrick Barton?
Funds Managed
  1. IWI Oriel UK A Inc

Citywire Rating: + rated

2010

  • ARated A in Apr 2010
  • MRated A in May 2010
  • JRated A in Jun 2010
  • JRated A in Jul 2010
  • ARated A in Aug 2010
  • SNot rated in Sep 2010
  • ORated A in Oct 2010
  • NRated A in Nov 2010
  • DRated A in Dec 2010

2011

  • JRated A in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MRated A in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated Plus in Oct 2014

Performance

Equity - UK (All Companies)
over : 30/09/2011 - 30/09/2014
Manager Return
97 Neil Brown 51.8%
98 Peter Michaelis 51.6%
99 Patrick Barton 51.5%
100 Bish Limbu 51.4%
101 Susan Round 51.2%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -3.7% -0.7% 1.2% -4.1%
2013 27.1% 13.8% -1.0% 4.4% 8.0%
2012 11.6% 5.4% -0.7% 4.3% 2.2%
2011 -1.3% -1.1% 1.5% -11.4% 11.0%
2010 14.6% 5.5% -7.7% 9.5% 7.4%
2009 5.1% 5.1%

Related News

Oriel’s Barton doubles cash as he struggles to find opportunities

The UK manager has cut a number of its largest positions as he felt they had got too expensive.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.