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Roger Morley

Roger Morley

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

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Roger Morley was born in the early seventies. He studied at INSEAD gaining an 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.

Citywire Rating: AA rated

not rated

2013

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2014

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2015

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2016

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2017

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2018

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sector performance

Equity - Global Large-Cap Core

funds managed

fund total return standard deviation max drawdown
MFS Global Equity Fund;B 22.7 % 3.5 -0.3 %
USAA World Growth Fund;Fund 23.9 % 3.6 -0.3 %

League Table - Rank 11/23 (2nd quartile)

rank Manager Return
9 Jean-Baptiste Nadal 9. Jean-Baptiste Nadal 25.2%
9 Jeffrey Peck 9. Jeffrey Peck 25.2%
11 David Mannheim 11. David Mannheim 23.3%
11 Roger Morley 11. Roger Morley 23.3%
11 Ryan P. McAllister 11. Ryan P. McAllister 23.3%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/12/2017)

year Annual Q1 Q2 Q3 Q4
2017 23.3% 7.8% 7.0% 2.6% 4.2%
2016 6.7% 1.9% 0.5% 4.9% -0.7%
2015 -2.0% 2.9% -0.3% -7.9% 3.7%
2014 3.3% 0.5% 3.9% -4.0% 3.1%
2013 27.1% 8.7% 0.2% 8.2% 7.9%

Are you Roger Morley?

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