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

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Gareth Morgan

Gareth Morgan

About Gareth Morgan

Gareth Morgan works at F&C Investments where he runs equity funds using a value with quality bias investment style. Prior to joining F&C in 2006, he worked at Shell Pensions Management Services Ltd for six years and at Perpetual Plc for four years managing Latam equities. Gareth has a degree in Business Finance and Economics from the University of East Anglia. He holds the IIMR and is also an associate member of UKSIP. Gareth was born in Surrey and is currently based in London. Outside of work his interests include golf and football.

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Citywire Rating: A rated

2013

  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated Plus in Nov 2013
  • DRated A in Dec 2013

2014

  • JRated A in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated AA in Aug 2014
  • SRated A in Sep 2014
  • ORated A in Oct 2014

Performance

Equity - Latin America
over : 30/09/2013 - 30/09/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 3.3% 0.5% 4.1% -1.3%
2013 -15.0% 8.1% -15.9% -4.0% -2.6%
2012 -3.7% -2.4% -8.1% 0.6% 6.8%

Related News

F&C shuts A-rated star’s Russia fund

F&C has closed two funds, including one run by a Citywire A-rated manager.

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.