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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

Showing manager performance in United Kingdom View performance globally

About Gareth Morgan

Gareth Morgan was one of five BMO Global Asset Management (EMEA) (formerly F&C, which was acquired by BMO in 2014) emerging market team members to become part of LGM in late 2014; BMO Global Asset Management is a trading name used for the F&C Group and its members since 6 July 2015. He runs equity funds using a value with quality bias investment style. Prior to joining BMO 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: Not Eligible

Gareth Morgan does not currently have the required track record to be eligible for a Citywire Rating. See methodology


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


  • 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
  • NRated AA in Nov 2014
  • DRated AA in Dec 2014


  • JRated AA in Jan 2015


Equity - Emerging Markets Europe
over : 28/02/2016 - 28/02/2017
Manager Return
24 Mehis Raud 40.1%
25 Ulle Adamson 37.7%
26 Gareth Morgan 36.2%
27 Joanne Irvine 35.9%
28 Devan Kaloo 35.9%

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 34.8% 11.3% 5.5% 8.9% 5.5%
2015 -6.5% 4.3% -3.5% -7.3% 0.2%
2014 6.4% -5.4% -18.0%

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