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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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
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 22.9 1.4 -33.3 34.0 27.4 15.5 4.2 23.6 31.9 -
Peer Group Composite 14.4 8.8 -15.3 31.1 -1.6 8.7 -7.3 18.9 21.6 -
Over / Under 8.5 -7.4 -18.0 2.9 29.0 6.8 11.5 4.7 10.2 -
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
5 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
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
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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.

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