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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

Roger Morley

Roger Morley

About Roger Morley

Roger Morley was born in the early seventies. He studied at INSEAD gaining and MBA in 1992. He also studied history at Cambridge University. Roger began his career in the financial markets in 1995 working as an financial analyst at Alex Brown & Sons. In 1997 he joined Deutsche Bank where he worked as an associate. He is currently a portfolio manager at MFS Meridian running a number of different strategies.

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Citywire Rating: A rated

2012

  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JRated A in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SRated A in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated A in Jan 2013
  • FRated A in Feb 2013
  • MRated A in Mar 2013
  • ARated AA in Apr 2013
  • MRated A in May 2013
  • JRated AA in Jun 2013
  • JRated AA in Jul 2013
  • ARated AA in Aug 2013
  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013

2014

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

Performance

over : 30/09/2011 - 30/09/2014
Manager Return
12 Mark Urquhart 66.1%
13 David Mannheim 64.2%
14 Roger Morley 63.6%
15 Heather Arnold 63.0%
15 Peter Moeschter 63.0%
15 Dylan Ball 63.0%
15 Norman Boersma 63.0%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 3.0% 0.1% 1.2% 1.7%
2013 25.7% 17.1% 0.6% 0.9% 5.8%
2012 17.0% 10.6% -2.7% 3.9% 4.7%
2011 -5.4% -0.1% 3.6% -15.3% 8.0%
2010 15.2% 8.9% -10.7% 7.3% 10.5%
2009 4.1% 4.1%

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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.