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Roger Morley

Roger Morley

i

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: A rated

not rated

2013

  • S
  • O
  • N
  • D

2014

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2015

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2016

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2017

  • J
  • F
  • M
  • A
  • M
  • J
  • J
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  • O
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  • D

2018

  • J
  • F
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  • A

sector performance

Equity - Global Large-Cap Core

funds managed

fund total return standard deviation max drawdown
MFS Global Equity Fund;B 11.5 % 8.7 -6.9 %
USAA World Growth Fund;Fund 12.5 % 8.8 -6.8 %

League Table - Rank 18/23 (4th quartile)

rank Manager Return
16 Adel Daghmouri 16. Adel Daghmouri 12.1%
16 Chee Ooi 16. Chee Ooi 12.1%
18 David Mannheim 18. David Mannheim 12.0%
18 Roger Morley 18. Roger Morley 12.0%
18 Ryan P. McAllister 18. Ryan P. McAllister 12.0%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/03/2018)

year Annual Q1 Q2 Q3 Q4
2018 -2.2%
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 0.2% 8.2% 7.9%

Are you Roger Morley?

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