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

2015

  • JRated AA in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017

Performance

Equity - Emerging Markets Europe
over : 31/10/2016 - 31/10/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% 3.9% 3.6%
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.