PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Carlos Moreno

 FE fundinfo Alpha Manager
Premier Miton Investors
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Carlos Moreno joined Premier Miton in August 2015. He was previously Fund Manager at JO Hambro Capital Management Group where he co-managed the JO Hambro All Europe Dynamic Growth Fund from March 2011 until January 2015. Prior to this, he worked as Portfolio Manager at Thames River Capital Management, managing the Thames River European Dynamic Growth Fund. Carlos started his career at Fidelity Worldwide Investments.
Total return for Carlos Moreno
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Carlos Moreno

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Carlos Moreno 11.2 3.9 -25.6 22.0 33.5 25.8 3.0 28.5 24.6 -
Peer Group Composite 6.1 8.4 -7.0 15.1 9.9 12.2 -6.9 23.7 15.4 -
Over / Under 5.1 -4.5 -18.6 6.9 23.6 13.6 9.9 4.8 9.2 -
Performance vs peer group composite: Carlos Moreno
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
7 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Premier Miton European Opportunities Co-managed IA Europe Excluding UK since Dec 14 2015 to present
Funds managed previously
Fund Periods
JOHCM All Europe Dynamic Growth since Feb 28 2011 to fund close
Premier Miton European Sustainable Leaders since May 10 2021 to fund close
Fidelity United Kingdom since Apr 13 2005 to Mar 31 2008
Fidelity Institutional UK Specialist since Nov 28 2005 to Apr 01 2008
Fidelity UK Growth since Dec 14 2005 to Dec 02 2007
F&C European Absolute Return FRIP since Jul 31 2009 to Dec 31 2010
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group UK outlook: 2024 catalysts will remain in place next year By Matteo Anelli  23-Dec-2024
Group What’s next for markets in 2025, whether healthcare is primed for outperformance and why cryptocurrencies are here to stay: Thoughts from Fundswire this week By Diana Llewellyn  20-Dec-2024
Group Two-fund portfolios: The active/passive approach By Matteo Anelli  11-Dec-2024
Group 10 lessons from 2024, the UK market and lessons from a decade in absolute return investing: Thoughts from Fundswire this week By Diana Llewellyn  06-Dec-2024
Fund European funds for contrarians who think pessimism is excessive By Emma Wallis  04-Dec-2024
Group Best of British: Stocks to be proud of By Patrick Sanders  02-Dec-2024
Group Premier Miton US Opportunities: Trump will turbocharge economic growth By Matteo Anelli  15-Nov-2024
Group The immediate fund winners from Donald Trump’s election win By Gary Jackson  11-Nov-2024
Group How will US equity markets behave during Trump’s second term? By Emma Wallis  08-Nov-2024
Group Five funds to weather the storm of Trump’s second term By Matteo Anelli and Emma Wallis  08-Nov-2024
Group M&G sustainability range loses Square Mile ratings on fund merger plans By Gary Jackson  05-Nov-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc